Total Wealth Planning & Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
Other funds holding KBE
WBG
Total Wealth Planning & Management's KBE Position: Q2 2026 in Review
Total Wealth Planning & Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.95% in Q2 2026, buying an estimated $3.84K and bringing the position to 6,409 shares worth $437K. The position accounts for 0.3% of the portfolio, ranked #117.
Total Wealth Planning & Management first reported a position in KBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q2 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.
- Total Wealth Planning & Management held 6,409 shares of State Street SPDR S&P Bank ETF worth $437K as of Q2 2026.
- Total Wealth Planning & Management bought 60 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $3.84K.
- State Street SPDR S&P Bank ETF made up 0.3% of Total Wealth Planning & Management's portfolio in Q2 2026, its #117 holding.
- Total Wealth Planning & Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 6 quarters since.
- Total Wealth Planning & Management's State Street SPDR S&P Bank ETF position peaked at $482K in Q2 2025.
- 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.