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

Total Wealth Planning & 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 Q1	$378K	Sell	6,349 -613	-9%	-$38.1K	0.28%	121
2025 Q4	$423K	Buy	+6,962	New	+$410K	0.31%	101
2025 Q2	$482K	Hold	8,637	–	–	0.39%	77
2025 Q1	$457K	Buy	8,637 +582	+7%	+$32.6K	0.43%	75
2024 Q4	$447K	Buy	+8,055	New	+$460K	0.41%	70

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Total Wealth Planning & Management's KBE Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 8.8% in Q1 2026, selling an estimated $38.1K and leaving 6,349 shares worth $378K. The position accounts for 0.28% of the portfolio, ranked #121.

Total Wealth Planning & Management first reported a position in KBE in Q4 2024 and has held it in 5 quarters since. The position peaked at $482K in Q2 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

Total Wealth Planning & Management held 6,349 shares of State Street SPDR S&P Bank ETF worth $378K as of Q1 2026.
Total Wealth Planning & Management sold 613 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $38.1K.
State Street SPDR S&P Bank ETF made up 0.28% of Total Wealth Planning & Management's portfolio in Q1 2026, its #121 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 5 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P Bank ETF position peaked at $482K in Q2 2025.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.