Wealth Enhancement Advisory Services
KBE icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealth Enhancement Advisory Services’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 		$491K Sell
7,142
-98
-1% -$6.28K ﹤0.01% 2705
2026
Q1 		$436K Buy
7,240
+701
+11% +$43.6K ﹤0.01% 2437
2025
Q4 		$412K Buy
6,539
+22
+0.3% +$1.3K ﹤0.01% 2634
2025
Q3 		$386K Sell
6,517
-34
-0.5% -$2K ﹤0.01% 2571
2025
Q2 		$385K Buy
6,551
+6
+0.1% +$312 ﹤0.01% 2425
2025
Q1 		$347K Buy
6,545
+902
+16% +$50.5K ﹤0.01% 2330
2024
Q4 		$313K Sell
5,643
-325
-5% -$18.6K ﹤0.01% 2350
2024
Q3 		$316K Buy
5,968
+769
+15% +$39.4K ﹤0.01% 2141
2024
Q2 		$241K Buy
5,199
+87
+2% +$3.96K ﹤0.01% 2146
2024
Q1 		$241K Sell
5,112
-21,900
-81% -$983K ﹤0.01% 2066
2023
Q4 		$1.24M Buy
+27,012
New +$1.07M ﹤0.01% 1076

Other funds holding KBE

MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return