Pension & Wealth Management Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pension & Wealth Management 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	$3.07K	Buy	+45	New	+$2.88K	﹤0.01%	486

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Pension & Wealth Management Advisors's KBE Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 45 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

253 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Pension & Wealth Management Advisors held 45 shares of State Street SPDR S&P Bank ETF worth $3.07K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #486 holding.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.