Principal Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Principal Securities’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	$204K	Buy	+2,990	New	+$192K	﹤0.01%	1509
2025 Q4	–	Sell	-300	Closed	-$17.8K	–	2521
2025 Q3	$17.8K	Hold	300	–	–	﹤0.01%	2453
2025 Q2	$16.7K	Hold	300	–	–	﹤0.01%	2404
2025 Q1	$16.6K	Buy	+300	New	+$16.8K	﹤0.01%	2311
2024 Q4	–	Sell	-5,328	Closed	-$282K	–	3590
2024 Q3	$282K	Buy	5,328 +5,324	+133,100%	+$273K	0.01%	957
2024 Q2	$186	Sell	4 -164	-98%	-$7.47K	﹤0.01%	3316
2024 Q1	$7.91K	Sell	168 -44,249	-100%	-$1.99M	﹤0.01%	2443
2023 Q4	$2.04M	Buy	+44,417	New	+$1.76M	0.08%	245

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

Principal Securities's KBE Position: Q2 2026 in Review

Principal Securities opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 2,990 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings. This is a return to the name: Principal Securities previously reported a position in KBE as recently as Q3 2025.

Principal Securities first reported a position in KBE in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Principal Securities held 2,990 shares of State Street SPDR S&P Bank ETF worth $204K as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Principal Securities position in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1509 holding.
Principal Securities first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and has held it in 8 quarters since.
Principal Securities's State Street SPDR S&P Bank ETF position peaked at $2.04M in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.