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

Segment 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 Q2	$1.19M	Sell	17,500 -4,250	-20%	-$272K	0.06%	155
2026 Q1	$1.3M	Sell	21,750 -340	-2%	-$21.2K	0.08%	144
2025 Q4	$1.34M	Sell	22,090 -10,600	-32%	-$624K	0.08%	136
2025 Q3	$1.94M	Hold	32,690	–	–	0.12%	109
2025 Q2	$1.82M	Hold	32,690	–	–	0.12%	112
2025 Q1	$1.73M	Hold	32,690	–	–	0.12%	105
2024 Q4	$1.81M	Hold	32,690	–	–	0.12%	102
2024 Q3	$1.73M	Hold	32,690	–	–	0.12%	107
2024 Q2	$1.52M	Hold	32,690	–	–	0.11%	114
2024 Q1	$1.54M	Hold	32,690	–	–	0.12%	115
2023 Q4	$1.5M	Buy	+32,690	New	+$1.29M	0.13%	109

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

Segment Wealth Management's KBE Position: Q2 2026 in Review

Segment Wealth Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 20% in Q2 2026, selling an estimated $272K and leaving 17,500 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #155.

Segment Wealth Management first reported a position in KBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Segment Wealth Management held 17,500 shares of State Street SPDR S&P Bank ETF worth $1.19M as of Q2 2026.
Segment Wealth Management sold 4,250 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $272K.
State Street SPDR S&P Bank ETF made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #155 holding.
Segment Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2023 and has held it in 11 quarters since.
Segment Wealth Management's State Street SPDR S&P Bank ETF position peaked at $1.94M in Q3 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.