Wealthspire Advisors (New York)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthspire Advisors (New York)’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	$1.47M	Buy	+21,525	New	+$1.38M	0.01%	484
2025 Q2	–	Sell	-6,584	Closed	-$349K	–	863
2025 Q1	$349K	Sell	6,584 -2,247	-25%	-$126K	﹤0.01%	604
2024 Q4	$490K	Buy	+8,831	New	+$504K	﹤0.01%	519
2019 Q1	–	Sell	-2,985	Closed	-$111K	–	442
2018 Q4	$111K	Buy	+2,985	New	+$127K	0.01%	103

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

Wealthspire Advisors (New York)'s KBE Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q2 2026: 21,525 shares worth $1.47M. The stake represents 0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in KBE as recently as Q1 2025.

Wealthspire Advisors (New York) first reported a position in KBE in Q4 2018 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

Wealthspire Advisors (New York) held 21,525 shares of State Street SPDR S&P Bank ETF worth $1.47M as of Q2 2026.
State Street SPDR S&P Bank ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
State Street SPDR S&P Bank ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #484 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and has held it in 4 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.