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

Provident Wealth Management’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
Q1 		$74.4K Hold
1,250
– – 0.02% 110
2025
Q4 		$75.9K Hold
1,250
– – 0.02% 112
2025
Q3 		$74.3K Hold
1,250
– – 0.02% 112
2025
Q2 		$69.7K Hold
1,250
– – 0.02% 111
2025
Q1 		$66.2K Buy
+1,250
New +$70K 0.02% 108

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Provident Wealth Management's KBE Position: Q1 2026 in Review

Provident Wealth Management held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 1,250 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #110.

Provident Wealth Management first reported a position in KBE in Q1 2025 and has held it in 5 quarters since. The position peaked at $75.9K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

  • Provident Wealth Management held 1,250 shares of State Street SPDR S&P Bank ETF worth $74.4K as of Q1 2026.
  • Provident Wealth Management left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Bank ETF made up 0.02% of Provident Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Provident Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • Provident Wealth Management's State Street SPDR S&P Bank ETF position peaked at $75.9K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.