Trust Company’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Trust Company’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	$24.3K	Hold	356	–	–	﹤0.01%	362
2026 Q1	$21.2K	Hold	356	–	–	﹤0.01%	374
2025 Q4	$21.6K	Hold	356	–	–	﹤0.01%	371
2025 Q3	$21.2K	Hold	356	–	–	﹤0.01%	275
2025 Q2	$19.9K	Hold	356	–	–	﹤0.01%	277
2025 Q1	$18.9K	Hold	356	–	–	﹤0.01%	294
2024 Q4	$19.7K	Hold	356	–	–	﹤0.01%	284
2024 Q3	$18.8K	Hold	356	–	–	﹤0.01%	261
2024 Q2	$16.5K	Hold	356	–	–	﹤0.01%	260
2024 Q1	$16.8K	Buy	+356	New	+$16K	﹤0.01%	264

Other funds holding KBE

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return