Valley National Advisers’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Valley National Advisers’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	$36K	Hold	528	–	–	﹤0.01%	446
2026 Q1	$31K	Hold	528	–	–	﹤0.01%	448
2025 Q4	$32K	Hold	528	–	–	﹤0.01%	451
2025 Q3	$31K	Hold	528	–	–	﹤0.01%	430
2025 Q2	$29K	Hold	528	–	–	﹤0.01%	439
2025 Q1	$27K	Hold	528	–	–	﹤0.01%	450
2024 Q4	$29K	Hold	528	–	–	0.01%	414
2024 Q3	$27K	Hold	528	–	–	﹤0.01%	418
2024 Q2	$24K	Hold	528	–	–	﹤0.01%	489
2024 Q1	$24K	Hold	528	–	–	﹤0.01%	495
2023 Q4	$24K	Buy	+528	New	+$20.9K	﹤0.01%	513
2020 Q2	–	Sell	-1,329	Closed	-$36K	–	815
2020 Q1	$36K	Buy	+1,329	New	+$53.2K	0.01%	314

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

Valley National Advisers's KBE Position: Q2 2026 in Review

Valley National Advisers held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 528 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Valley National Advisers first reported a position in KBE in Q1 2020 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Valley National Advisers held 528 shares of State Street SPDR S&P Bank ETF worth $36K as of Q2 2026.
Valley National Advisers 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 Valley National Advisers's portfolio in Q2 2026, its #446 holding.
Valley National Advisers first reported a position in State Street SPDR S&P Bank ETF in Q1 2020 and has held it in 12 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.