Stratos Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Stratos Wealth Partners’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	$297K	Sell	4,358 -24	-0.5%	-$1.54K	﹤0.01%	1411
2026 Q1	$261K	Buy	4,382 +35	+0.8%	+$2.18K	﹤0.01%	1401
2025 Q4	$264K	Sell	4,347 -113	-3%	-$6.66K	﹤0.01%	1359
2025 Q3	$265K	Buy	4,460 +488	+12%	+$28.8K	﹤0.01%	1316
2025 Q2	$221K	Buy	+3,972	New	+$207K	﹤0.01%	1288
2025 Q1	–	Sell	-4,034	Closed	-$224K	–	1447
2024 Q4	$224K	Sell	4,034 -66	-2%	-$3.77K	﹤0.01%	1295
2024 Q3	$217K	Sell	4,100 -2,439	-37%	-$125K	﹤0.01%	1304
2024 Q2	$303K	Buy	+6,539	New	+$298K	﹤0.01%	1084
2024 Q1	–	Sell	-20,361	Closed	-$937K	–	1430
2023 Q4	$937K	Buy	+20,361	New	+$806K	0.02%	655
2022 Q4	–	Sell	-4,521	Closed	-$200K	–	1166
2022 Q3	$200K	Buy	+4,521	New	+$215K	0.01%	1025
2022 Q2	–	Sell	-9,390	Closed	-$492K	–	1249
2022 Q1	$492K	Buy	9,390 +220	+2%	+$12.3K	0.01%	820
2021 Q4	$500K	Buy	9,170 +863	+10%	+$47.8K	0.01%	811
2021 Q3	$440K	Buy	8,307 +330	+4%	+$16.8K	0.01%	801
2021 Q2	$409K	Buy	7,977 +1,179	+17%	+$62.9K	0.01%	846
2021 Q1	$353K	Buy	+6,798	New	+$331K	0.01%	830
2019 Q2	–	Sell	-5,997	Closed	-$250K	–	977
2019 Q1	$250K	Buy	5,997 +48	+0.8%	+$2.06K	0.01%	781
2018 Q4	$222K	Sell	5,949 -1,429	-19%	-$60.6K	0.01%	765
2018 Q3	$344K	Buy	7,378 +2,816	+62%	+$137K	0.02%	660
2018 Q2	$215K	Sell	4,562 -4,414	-49%	-$216K	0.01%	872
2018 Q1	$430K	Buy	8,976 +3,198	+55%	+$159K	0.02%	595
2017 Q4	$274K	Sell	5,778 -1,314	-19%	-$60.4K	0.01%	741
2017 Q3	$320K	Sell	7,092 -82	-1%	-$3.52K	0.02%	658
2017 Q2	$312K	Buy	7,174 +1,124	+19%	+$47.8K	0.02%	621
2017 Q1	$260K	Buy	+6,050	New	+$266K	0.01%	617

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

Stratos Wealth Partners's KBE Position: Q2 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.55% in Q2 2026, selling an estimated $1.54K and leaving 4,358 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Stratos Wealth Partners first reported a position in KBE in Q1 2017 and has held it in 24 quarters since. The position peaked at $937K in Q4 2023. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Stratos Wealth Partners held 4,358 shares of State Street SPDR S&P Bank ETF worth $297K as of Q2 2026.
Stratos Wealth Partners sold 24 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.54K.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1411 holding.
Stratos Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and has held it in 24 quarters since.
Stratos Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $937K in Q4 2023.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.