NewEdge Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

NewEdge Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192K	Sell	2,818 -1,413	-33%	-$90.5K	﹤0.01%	2787
2026 Q1	$252K	Sell	4,231 -930	-18%	-$57.9K	﹤0.01%	2462
2025 Q4	$313K	Sell	5,161 -61	-1%	-$3.59K	﹤0.01%	2282
2025 Q3	$310K	Sell	5,222 -498	-9%	-$29.3K	﹤0.01%	2150
2025 Q2	$319K	Sell	5,720 -799	-12%	-$41.6K	﹤0.01%	1979
2025 Q1	$345K	Sell	6,519 -1,533	-19%	-$85.9K	﹤0.01%	1799
2024 Q4	$447K	Buy	8,052 +1,404	+21%	+$80.2K	﹤0.01%	1625
2024 Q3	$352K	Sell	6,648 -394	-6%	-$20.2K	﹤0.01%	1702
2024 Q2	$327K	Sell	7,042 -813	-10%	-$37K	﹤0.01%	1668
2024 Q1	$370K	Sell	7,855 -1,333	-15%	-$59.8K	﹤0.01%	1522
2023 Q4	$423K	Sell	9,188 -2,670	-23%	-$106K	﹤0.01%	1369
2023 Q3	$437K	Sell	11,858 -663	-5%	-$25.8K	﹤0.01%	1231
2023 Q2	$451K	Buy	12,521 +1,191	+11%	+$42.4K	0.01%	1244
2023 Q1	$420K	Buy	11,330 +1,477	+15%	+$66.4K	0.01%	1183
2022 Q4	$36.8K	Buy	9,853 +406	+4%	+$19.1K	﹤0.01%	1854
2022 Q3	$418K	Buy	9,447 +461	+5%	+$21.9K	0.01%	1058
2022 Q2	$394K	Buy	+8,986	New	+$427K	0.01%	1084
2022 Q1	–	Sell	-7,217	Closed	-$394K	–	1402
2021 Q4	$394K	Buy	7,217 +461	+7%	+$25.5K	0.01%	1191
2021 Q3	$357K	Sell	6,756 -251	-4%	-$12.7K	0.01%	848
2021 Q2	$360K	Buy	7,007 +1,487	+27%	+$79.3K	0.01%	830
2021 Q1	$286K	Buy	5,520 +40	+0.7%	+$1.95K	0.01%	833
2020 Q4	$229K	Buy	+5,480	New	+$203K	0.01%	852
2020 Q1	–	Sell	-22,135	Closed	-$1.05M	–	848
2019 Q4	$1.05M	Buy	22,135 +600	+3%	+$27.2K	0.04%	345
2019 Q3	$929K	Buy	21,535 +225	+1%	+$9.59K	0.04%	354
2019 Q2	$924K	Buy	21,310 +250	+1%	+$10.9K	0.06%	287
2019 Q1	$880K	Sell	21,060 -50	-0.2%	-$2.14K	0.06%	292
2018 Q4	$788K	Buy	21,110 +16,295	+338%	+$691K	0.05%	284
2018 Q3	$224K	Buy	4,815 +455	+10%	+$22.2K	0.02%	584
2018 Q2	$208K	Buy	+4,360	New	+$213K	0.02%	510

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors's KBE Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 33% in Q2 2026, selling an estimated $90.5K and leaving 2,818 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

NewEdge Advisors first reported a position in KBE in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2019. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

NewEdge Advisors held 2,818 shares of State Street SPDR S&P Bank ETF worth $192K as of Q2 2026.
NewEdge Advisors sold 1,413 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $90.5K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2787 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and has held it in 29 quarters since.
NewEdge Advisors's State Street SPDR S&P Bank ETF position peaked at $1.05M in Q4 2019.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.