Waverly Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
Other funds holding KBE
WBG
Waverly Advisors's KBE Position: Q2 2026 in Review
Waverly Advisors reduced its State Street SPDR S&P Bank ETF (KBE) stake by 48% in Q2 2026, selling an estimated $4.8K and leaving 80 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.
Waverly Advisors first reported a position in KBE in Q1 2024 and has held it in 5 quarters since. The position peaked at $455K in Q1 2024. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.
- Waverly Advisors held 80 shares of State Street SPDR S&P Bank ETF worth $5.46K as of Q2 2026.
- Waverly Advisors sold 75 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $4.8K.
- State Street SPDR S&P Bank ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1742 holding.
- Waverly Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and has held it in 5 quarters since.
- Waverly Advisors's State Street SPDR S&P Bank ETF position peaked at $455K in Q1 2024.
- 265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.