Wagner Wealth Management (South Carolina)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wagner Wealth Management (South Carolina)’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	$34.2K	Buy	501 +2	+0.4%	+$128	0.01%	197
2026 Q1	$29.7K	Buy	499 +3	+0.6%	+$187	0.01%	199
2025 Q4	$30.1K	Buy	496 +3	+0.6%	+$177	0.01%	193
2025 Q3	$29.3K	Buy	+493	New	+$29K	0.01%	181
2023 Q3	–	Sell	-463	Closed	-$16.7K	–	218
2023 Q2	$16.7K	Buy	463 +4	+0.9%	+$143	0.01%	168
2023 Q1	$17K	Buy	459 +4	+0.9%	+$180	0.01%	166
2022 Q4	$20.6K	Buy	455 +4	+0.9%	+$188	0.01%	167
2022 Q3	$20K	Buy	451 +3	+0.7%	+$143	0.01%	315
2022 Q2	$20K	Sell	448 -442	-50%	-$21K	0.02%	329
2022 Q1	$46K	Buy	890 +448	+101%	+$25K	0.03%	159
2021 Q4	$24K	Buy	442 +3	+0.7%	+$166	0.02%	370
2021 Q3	$24K	Buy	439 +2	+0.5%	+$102	0.02%	349
2021 Q2	$22K	Buy	437 +2	+0.5%	+$107	0.02%	372
2021 Q1	$23K	Buy	435 +2	+0.5%	+$97	0.02%	338
2020 Q4	$18K	Buy	+433	New	+$16K	0.02%	170
2018 Q3	$19K	Buy	406 +2	+0.5%	+$97	0.01%	353
2018 Q2	$19K	Buy	404 +2	+0.5%	+$98	0.01%	324
2018 Q1	$19K	Buy	402 +1	+0.2%	+$50	0.01%	300
2017 Q4	$20K	Buy	+401	New	+$18.4K	0.02%	304

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

Wagner Wealth Management (South Carolina)'s KBE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.4% in Q2 2026, buying an estimated $128 and bringing the position to 501 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #197.

Wagner Wealth Management (South Carolina) first reported a position in KBE in Q4 2017 and has held it in 19 quarters since. The position peaked at $46K in Q1 2022. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 501 shares of State Street SPDR S&P Bank ETF worth $34.2K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 2 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $128.
State Street SPDR S&P Bank ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #197 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 19 quarters since.
Wagner Wealth Management (South Carolina)'s State Street SPDR S&P Bank ETF position peaked at $46K in Q1 2022.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.