Prospera Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Prospera Financial Services’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 Q3	$239K	Buy	+3,640	New	+$250K	﹤0.01%	1364
2025 Q1	–	Sell	-43,151	Closed	-$2.39M	–	1209
2024 Q4	$2.39M	Buy	43,151 +20,333	+89%	+$1.16M	0.06%	328
2024 Q3	$1.21M	Buy	+22,818	New	+$1.17M	0.03%	461
2022 Q2	–	Sell	-1,748	Closed	-$92K	–	2143
2022 Q1	$92K	Buy	+1,748	New	+$97.5K	﹤0.01%	1141
2020 Q4	–	Sell	-500	Closed	-$15K	–	1135
2020 Q3	$15K	Buy	+500	New	+$15.6K	0.01%	980
2017 Q1	–	Sell	-11,222	Closed	-$490K	–	407
2016 Q4	$490K	Buy	+11,222	New	+$433K	0.1%	191

Other funds holding KBE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Prospera Financial Services's KBE Position: Q3 2026 in Review

Prospera Financial Services opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2026: 3,640 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in KBE as recently as Q4 2024.

Prospera Financial Services first reported a position in KBE in Q4 2016 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2024. 122 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Prospera Financial Services held 3,640 shares of State Street SPDR S&P Bank ETF worth $239K as of Q3 2026.
State Street SPDR S&P Bank ETF was a new Prospera Financial Services position in Q3 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1364 holding.
Prospera Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 6 quarters since.
Prospera Financial Services's State Street SPDR S&P Bank ETF position peaked at $2.39M in Q4 2024.
122 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.