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 Q3	$354K	Buy	5,593 +303	+6%	+$20.8K	0.15%	72
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%	+$4.6K	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

Citigroup New York $308B AUM 40.94% 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

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Symphony Financial Services's KBE Position: Q3 2026 in Review

Symphony Financial Services increased its State Street SPDR S&P Bank ETF (KBE) stake by 5.7% in Q3 2026, buying an estimated $20.8K and bringing the position to 5,593 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #72.

Symphony Financial Services first reported a position in KBE in Q2 2024 and has held it in 10 quarters since. The position peaked at $361K in Q2 2026. 131 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

Symphony Financial Services held 5,593 shares of State Street SPDR S&P Bank ETF worth $354K as of Q3 2026.
Symphony Financial Services bought 303 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $20.8K.
State Street SPDR S&P Bank ETF made up 0.15% of Symphony Financial Services's portfolio in Q3 2026, its #72 holding.
Symphony Financial Services first reported a position in State Street SPDR S&P Bank ETF in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's State Street SPDR S&P Bank ETF position peaked at $361K in Q2 2026.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.