Register Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Register Financial Advisors’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	$10.2K	Hold	150	–	–	﹤0.01%	372
2026 Q1	$8.93K	Hold	150	–	–	﹤0.01%	342
2025 Q4	$9.1K	Hold	150	–	–	﹤0.01%	317
2025 Q3	$8.91K	Hold	150	–	–	﹤0.01%	312
2025 Q2	$8.36K	Hold	150	–	–	﹤0.01%	306
2025 Q1	$7.94K	Hold	150	–	–	﹤0.01%	278
2024 Q4	$8.32K	Hold	150	–	–	﹤0.01%	269
2024 Q3	$7.93K	Hold	150	–	–	﹤0.01%	271
2024 Q2	$6.96K	Sell	150 -50	-25%	-$2.28K	﹤0.01%	570
2024 Q1	$9.42K	Hold	200	–	–	﹤0.01%	552
2023 Q4	$9.2K	Buy	+200	New	+$7.91K	0.01%	258

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return