Transamerica Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Transamerica Financial Advisors’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	$75	Hold	1	–	–	﹤0.01%	2059
2026 Q1	$79	Hold	1	–	–	﹤0.01%	1787
2025 Q4	$81	Sell	1 -3	-75%	-$177	﹤0.01%	1702
2025 Q3	$238	Hold	4	–	–	﹤0.01%	1422
2025 Q2	$224	Hold	4	–	–	﹤0.01%	486
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	503
2024 Q4	$1K	Sell	4 -6	-60%	-$343	﹤0.01%	494
2024 Q3	$1K	Sell	10 -20	-67%	-$1.02K	﹤0.01%	501
2024 Q2	$2K	Hold	30	–	–	﹤0.01%	379
2024 Q1	$2K	Hold	30	–	–	﹤0.01%	413
2023 Q4	$2K	Sell	30 -4	-12%	-$158	﹤0.01%	370
2023 Q3	$2K	Sell	34 -550	-94%	-$21.4K	﹤0.01%	397
2023 Q2	$21K	Sell	584 -32	-5%	-$1.14K	﹤0.01%	282
2023 Q1	$23K	Buy	616 +116	+23%	+$5.21K	﹤0.01%	296
2022 Q4	$23K	Sell	500 -32	-6%	-$1.5K	﹤0.01%	299
2022 Q3	$24K	Sell	532 -7	-1%	-$333	﹤0.01%	292
2022 Q2	$24K	Buy	+539	New	+$25.6K	﹤0.01%	290
2020 Q3	–	Sell	-1	Closed	-$1K	–	351
2020 Q2	$1K	Buy	+1	New	+$30	﹤0.01%	427
2019 Q3	–	Sell	-1	Closed	-$1K	–	339
2019 Q2	$1K	Buy	+1	New	+$43	﹤0.01%	481
2019 Q1	–	Sell	-1	Closed	-$1K	–	302
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	447
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	451
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	420
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	399
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	378
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	372
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	347
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	346
2016 Q4	$1K	Buy	+1	New	+$39	﹤0.01%	382
2016 Q2	–	Sell	-300	Closed	-$10K	–	555
2016 Q1	$10K	Sell	300 -1,112	-79%	-$33K	﹤0.01%	552
2015 Q4	$48K	Hold	1,412	–	–	﹤0.01%	411
2015 Q3	$47K	Sell	1,412 -2	-0.1%	-$70	﹤0.01%	393
2015 Q2	$52K	Buy	1,414 +300	+27%	+$10.5K	﹤0.01%	447
2015 Q1	$38K	Buy	1,114 +1,113	+111,300%	+$36.2K	﹤0.01%	466
2014 Q4	$1K	Hold	1	–	–	﹤0.01%	663
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	625
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	631
2014 Q1	$1K	Buy	+1	New	+$33	﹤0.01%	595
2013 Q4	–	Sell	-35	Closed	-$2K	–	626
2013 Q3	$2K	Buy	+35	New	+$1.07K	﹤0.01%	541

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

Transamerica Financial Advisors's KBE Position: Q2 2026 in Review

Transamerica Financial Advisors held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Transamerica Financial Advisors first reported a position in KBE in Q3 2013 and has held it in 38 quarters since. The position peaked at $52K in Q2 2015. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Transamerica Financial Advisors held 1 share of State Street SPDR S&P Bank ETF worth $75 as of Q2 2026.
Transamerica Financial Advisors left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2059 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q3 2013 and has held it in 38 quarters since.
Transamerica Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $52K in Q2 2015.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.