SignatureFD’s State Street SPDR S&P Bank ETF KBE Stock Holding History

SignatureFD’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	$12K	Hold	190	–	–	﹤0.01%	2649
2026 Q2	$12.9K	Sell	190 -490	-72%	-$31.4K	﹤0.01%	2538
2026 Q1	$40.5K	Buy	680 +646	+1,900%	+$40.2K	﹤0.01%	1849
2025 Q4	$2.08K	Hold	34	–	–	﹤0.01%	2959
2025 Q3	$2.02K	Buy	+34	New	+$2K	﹤0.01%	2950
2023 Q1	–	Sell	-3,000	Closed	-$135K	–	3340
2022 Q4	$135K	Hold	3,000	–	–	﹤0.01%	861
2022 Q3	$133K	Hold	3,000	–	–	﹤0.01%	823
2022 Q2	$132K	Hold	3,000	–	–	﹤0.01%	854
2022 Q1	$157K	Buy	+3,000	New	+$167K	﹤0.01%	826
2021 Q1	–	Sell	-518	Closed	-$22K	–	2788
2020 Q4	$22K	Buy	+518	New	+$19.2K	﹤0.01%	1423
2019 Q3	–	Sell	-810	Closed	-$35K	–	2152
2019 Q2	$35K	Hold	810	–	–	﹤0.01%	1004
2019 Q1	$34K	Hold	810	–	–	﹤0.01%	995
2018 Q4	$30K	Sell	810 -3,000	-79%	-$127K	﹤0.01%	1005
2018 Q3	$177K	Hold	3,810	–	–	0.02%	452
2018 Q2	$180K	Hold	3,810	–	–	0.02%	425
2018 Q1	$182K	Buy	+3,810	New	+$189K	0.02%	365
2014 Q1	–	Sell	-300	Closed	-$10K	–	862
2013 Q4	$10K	Buy	+300	New	+$9.5K	﹤0.01%	445

Other funds holding KBE

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 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

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

SignatureFD's KBE Position: Q3 2026 in Review

SignatureFD held its State Street SPDR S&P Bank ETF (KBE) position steady in Q3 2026 at 190 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

SignatureFD first reported a position in KBE in Q4 2013 and has held it in 17 quarters since. The position peaked at $182K in Q1 2018. 152 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

SignatureFD held 190 shares of State Street SPDR S&P Bank ETF worth $12K as of Q3 2026.
SignatureFD left its State Street SPDR S&P Bank ETF share count unchanged in Q3 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2649 holding.
SignatureFD first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and has held it in 17 quarters since.
SignatureFD's State Street SPDR S&P Bank ETF position peaked at $182K in Q1 2018.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.