WP Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

WP Advisors’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	$293K	Buy	4,292 +17	+0.4%	+$1.09K	0.07%	96
2026 Q1	$255K	Buy	4,275 +19	+0.4%	+$1.18K	0.07%	103
2025 Q4	$258K	Buy	4,256 +21	+0.5%	+$1.24K	0.06%	103
2025 Q3	$252K	Sell	4,235 -708	-14%	-$41.7K	0.06%	107
2025 Q2	$276K	Buy	4,943 +33	+0.7%	+$1.72K	0.08%	98
2025 Q1	$260K	Buy	4,910 +34	+0.7%	+$1.91K	0.09%	98
2024 Q4	$270K	Buy	4,876 +29	+0.6%	+$1.66K	0.09%	90
2024 Q3	$256K	Sell	4,847 -4,520	-48%	-$232K	0.09%	87
2024 Q2	$435K	Sell	9,367 -997	-10%	-$45.4K	0.14%	81
2024 Q1	$488K	Sell	10,364 -519	-5%	-$23.3K	0.16%	78
2023 Q4	$501K	Buy	10,883 +81	+0.7%	+$3.21K	0.19%	70
2023 Q3	$398K	Buy	10,802 +107	+1%	+$4.17K	0.16%	75
2023 Q2	$385K	Buy	10,695 +1,043	+11%	+$37.2K	0.15%	76
2023 Q1	$358K	Sell	9,652 -2,699	-22%	-$121K	0.15%	79
2022 Q4	$558K	Buy	12,351 +115	+0.9%	+$5.4K	0.25%	63
2022 Q3	$542K	Buy	12,236 +80	+0.7%	+$3.8K	0.25%	66
2022 Q2	$533K	Buy	12,156 +77	+0.6%	+$3.66K	0.23%	66
2022 Q1	$632K	Sell	12,079 -103	-0.8%	-$5.75K	0.26%	68
2021 Q4	$665K	Buy	12,182 +81	+0.7%	+$4.49K	0.28%	65
2021 Q3	$640K	Sell	12,101 -595	-5%	-$30.2K	0.26%	63
2021 Q2	$652K	Buy	12,696 +58	+0.5%	+$3.09K	0.27%	59
2021 Q1	$656K	Buy	+12,638	New	+$616K	0.28%	53

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

WP Advisors's KBE Position: Q2 2026 in Review

WP Advisors increased its State Street SPDR S&P Bank ETF (KBE) stake by 0.4% in Q2 2026, buying an estimated $1.09K and bringing the position to 4,292 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #96.

WP Advisors first reported a position in KBE in Q1 2021 and has held it in 22 quarters since. The position peaked at $665K in Q4 2021. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

WP Advisors held 4,292 shares of State Street SPDR S&P Bank ETF worth $293K as of Q2 2026.
WP Advisors bought 17 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $1.09K.
State Street SPDR S&P Bank ETF made up 0.07% of WP Advisors's portfolio in Q2 2026, its #96 holding.
WP Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2021 and has held it in 22 quarters since.
WP Advisors's State Street SPDR S&P Bank ETF position peaked at $665K in Q4 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.