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BOLTON SECURITIES CORPORATION’s State Street SPDR S&P Bank ETF KBE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-1,420
Closed -$96.9K – 2299
2026
Q2 		$96.9K Hold
1,420
– – ﹤0.01% 1125
2026
Q1 		$84.6K Buy
+1,420
New +$88.4K ﹤0.01% 1090

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KBE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2026, closing a stake of 1,420 shares — an estimated $96.9K sold.

BOLTON SECURITIES CORPORATION first reported a position in KBE in Q1 2026 and held it in 2 quarters. The position peaked at $96.9K in Q2 2026. 169 funds tracked by Wall St. Rank hold KBE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 1,420 State Street SPDR S&P Bank ETF shares in Q3 2026, an estimated $96.9K.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P Bank ETF in Q1 2026 and held it in 2 quarters.
  • BOLTON SECURITIES CORPORATION's State Street SPDR S&P Bank ETF position peaked at $96.9K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.