Symphony Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Symphony Financial Services’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	$361K	Sell	5,290 -314	-6%	-$20.1K	0.16%	68
2026 Q1	$334K	Buy	5,604 +183	+3%	+$11.4K	0.17%	71
2025 Q4	$329K	Buy	5,421 +78	+1%	+$4.59K	0.17%	68
2025 Q3	$317K	Buy	5,343 +3	+0.1%	+$177	0.17%	65
2025 Q2	$298K	Buy	5,340 +3	+0.1%	+$156	0.18%	61
2025 Q1	$283K	Buy	5,337 +539	+11%	+$30.2K	0.18%	61
2024 Q4	$266K	Sell	4,798 -99	-2%	-$5.65K	0.21%	60
2024 Q3	$259K	Buy	4,897 +12	+0.2%	+$615	0.22%	65
2024 Q2	$222K	Buy	+4,885	New	+$222K	0.19%	74

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

Symphony Financial Services's KBE Position: Q2 2026 in Review

Symphony Financial Services reduced its State Street SPDR S&P Bank ETF (KBE) stake by 5.6% in Q2 2026, selling an estimated $20.1K and leaving 5,290 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #68.

Symphony Financial Services first reported a position in KBE in Q2 2024 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Symphony Financial Services held 5,290 shares of State Street SPDR S&P Bank ETF worth $361K as of Q2 2026.
Symphony Financial Services sold 314 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $20.1K.
State Street SPDR S&P Bank ETF made up 0.16% of Symphony Financial Services's portfolio in Q2 2026, its #68 holding.
Symphony Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.