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Portfolio Resources Advisor Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Portfolio Resources Advisor Group’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 		$9.14K Hold
134
– – 0.01% 125
2026
Q1 		$7.98K Hold
134
– – 0.01% 115
2025
Q4 		$8.13K Buy
+134
New +$7.89K 0.01% 114

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Portfolio Resources Advisor Group's KBE Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 134 shares worth $9.14K. The position accounts for 0.01% of the portfolio, ranked #125.

Portfolio Resources Advisor Group first reported a position in KBE in Q4 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • Portfolio Resources Advisor Group held 134 shares of State Street SPDR S&P Bank ETF worth $9.14K as of Q2 2026.
  • Portfolio Resources Advisor Group left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Bank ETF made up 0.01% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #125 holding.
  • Portfolio Resources Advisor Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.