Tyler-Stone Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$243K	Buy	+4,358	New	+$227K	0.04%	299
2024 Q3	–	Sell	-543	Closed	-$25.2K	–	648
2024 Q2	$25.2K	Buy	543 +1	+0.2%	+$46	0.01%	486
2024 Q1	$25.5K	Buy	542 +1	+0.2%	+$45	0.01%	480
2023 Q4	$24.9K	Sell	541 -168	-24%	-$6.65K	0.01%	470
2023 Q3	$26K	Sell	709 -104	-13%	-$4.05K	0.01%	440
2023 Q2	$29K	Buy	+813	New	+$29K	0.02%	431
2022 Q4	$37K	Sell	810 -14	-2%	-$657	0.03%	356
2022 Q3	$37K	Buy	824 +1	+0.1%	+$48	0.03%	338
2022 Q2	$36K	Buy	823 +1	+0.1%	+$48	0.02%	363
2022 Q1	$43K	Buy	822 +1	+0.1%	+$56	0.02%	357
2021 Q4	$45K	Buy	+821	New	+$45.5K	0.02%	376

Other funds holding KBE

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

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

WBG

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

Tyler-Stone Wealth Management's KBE Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2025: 4,358 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #299 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in KBE as recently as Q2 2024.

Tyler-Stone Wealth Management first reported a position in KBE in Q4 2021 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Tyler-Stone Wealth Management held 4,358 shares of State Street SPDR S&P Bank ETF worth $243K as of Q2 2025.
State Street SPDR S&P Bank ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
State Street SPDR S&P Bank ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #299 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.