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

Spire 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	$132K	Sell	1,930 -1,595	-45%	-$102K	﹤0.01%	908
2026 Q1	$210K	Buy	3,525 +1,406	+66%	+$87.5K	0.01%	764
2025 Q4	$129K	Sell	2,119 -2,597	-55%	-$153K	﹤0.01%	920
2025 Q3	$280K	Sell	4,716 -373	-7%	-$22K	0.01%	693
2025 Q2	$284K	Sell	5,089 -59	-1%	-$3.07K	0.01%	667
2025 Q1	$273K	Buy	5,148 +18	+0.4%	+$1.01K	0.01%	741
2024 Q4	$285K	Sell	5,130 -2,550	-33%	-$146K	0.01%	722
2024 Q3	$406K	Buy	7,680 +4,045	+111%	+$207K	0.01%	562
2024 Q2	$169K	Sell	3,635 -31	-0.8%	-$1.41K	0.01%	753
2024 Q1	$173K	Sell	3,666 -4,159	-53%	-$187K	﹤0.01%	811
2023 Q4	$354K	Buy	7,825 +1,807	+30%	+$71.5K	0.01%	599
2023 Q3	$222K	Buy	6,018 +2,990	+99%	+$116K	0.01%	687
2023 Q2	$109K	Hold	3,028	–	–	﹤0.01%	944
2023 Q1	$112K	Buy	3,028 +1,135	+60%	+$51K	﹤0.01%	936
2022 Q4	$85K	Sell	1,893 -1,593	-46%	-$74.8K	﹤0.01%	796
2022 Q3	$154K	Buy	3,486 +993	+40%	+$47.2K	0.01%	592
2022 Q2	$109K	Sell	2,493 -1,378	-36%	-$65.5K	﹤0.01%	1004
2022 Q1	$203K	Hold	3,871	–	–	0.01%	892
2021 Q4	$211K	Buy	3,871 +3,328	+613%	+$184K	﹤0.01%	1067
2021 Q3	$29K	Sell	543 -43	-7%	-$2.18K	﹤0.01%	1705
2021 Q2	$30K	Hold	586	–	–	﹤0.01%	1705
2021 Q1	$26K	Buy	+586	New	+$28.6K	﹤0.01%	2046

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

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

Spire Wealth Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 45% in Q2 2026, selling an estimated $102K and leaving 1,930 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Spire Wealth Management first reported a position in KBE in Q1 2021 and has held it in 22 quarters since. The position peaked at $406K in Q3 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Spire Wealth Management held 1,930 shares of State Street SPDR S&P Bank ETF worth $132K as of Q2 2026.
Spire Wealth Management sold 1,595 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $102K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #908 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P Bank ETF position peaked at $406K in Q3 2024.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.