Raymond James Financial’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Raymond James Financial’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	$9.06M	Sell	132,748 -7,673	-5%	-$492K	﹤0.01%	2249
2026 Q1	$8.36M	Sell	140,421 -84,157	-37%	-$5.24M	﹤0.01%	2169
2025 Q4	$13.6M	Sell	224,578 -49,246	-18%	-$2.9M	﹤0.01%	1724
2025 Q3	$16.3M	Buy	273,824 +31,699	+13%	+$1.87M	0.01%	1549
2025 Q2	$13.5M	Buy	242,125 +11,301	+5%	+$589K	﹤0.01%	1649
2025 Q1	$12.2M	Buy	230,824 +19,731	+9%	+$1.11M	﹤0.01%	1660
2024 Q4	$11.7M	Buy	+211,093	New	+$12.1M	﹤0.01%	1723

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

Raymond James Financial's KBE Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Bank ETF (KBE) stake by 5.5% in Q2 2026, selling an estimated $492K and leaving 132,748 shares worth $9.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Raymond James Financial first reported a position in KBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Raymond James Financial held 132,748 shares of State Street SPDR S&P Bank ETF worth $9.06M as of Q2 2026.
Raymond James Financial sold 7,673 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $492K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2249 holding.
Raymond James Financial first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street SPDR S&P Bank ETF position peaked at $16.3M in Q3 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.