WFA of San Diego’s State Street SPDR S&P Bank ETF KBE Stock Holding History

WFA of San Diego’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 Q1	$12.8K	Hold	215	–	–	0.01%	286
2025 Q4	$13K	Hold	215	–	–	0.01%	300
2025 Q3	$12.8K	Hold	215	–	–	0.01%	309
2025 Q2	$12K	Buy	+215	New	+$11.2K	0.01%	307
2024 Q3	$11.4K	Hold	215	–	–	0.01%	273
2024 Q2	$9.97K	Buy	+215	New	+$9.79K	0.01%	283
2023 Q3	$7.92K	Hold	215	–	–	0.01%	290
2023 Q2	$7.74K	Buy	+215	New	+$7.66K	0.01%	291
2023 Q1	–	Sell	-215	Closed	-$9.71K	–	250
2022 Q4	$9.71K	Buy	+215	New	+$10.1K	0.01%	357
2022 Q3	–	Sell	-215	Closed	-$9K	–	243
2022 Q2	$9K	Buy	+215	New	+$10.2K	0.01%	281
2020 Q3	–	Sell	-7,000	Closed	-$324K	–	165
2020 Q2	$324K	Buy	+7,000	New	+$211K	0.08%	196

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFA of San Diego's KBE Position: Q1 2026 in Review

WFA of San Diego held its State Street SPDR S&P Bank ETF (KBE) position steady in Q1 2026 at 215 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #286.

WFA of San Diego first reported a position in KBE in Q2 2020 and has held it in 11 quarters since. The position peaked at $324K in Q2 2020. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

WFA of San Diego held 215 shares of State Street SPDR S&P Bank ETF worth $12.8K as of Q1 2026.
WFA of San Diego left its State Street SPDR S&P Bank ETF share count unchanged in Q1 2026.
State Street SPDR S&P Bank ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #286 holding.
WFA of San Diego first reported a position in State Street SPDR S&P Bank ETF in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's State Street SPDR S&P Bank ETF position peaked at $324K in Q2 2020.
249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.