WEST MICHIGAN ADVISORS, LLC KBE β€” SPDR S&P Bank ETF

Ownership history in WEST MICHIGAN ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

WEST MICHIGAN ADVISORS, LLC reported SPDR S&P Bank ETF (KBE) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows KBE at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEST MICHIGAN ADVISORS, LLC's position in SPDR S&P Bank ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KBE was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEST MICHIGAN ADVISORS, LLC held KBE β€” position size vs. price
% of Fund (quarterly)    KBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10,615 β€” 0% 0.14% $632K 2026-07-24 $69.36
2026 Q1 INITIATED β€” β€” β€” 10,615 β€” β€” 0.14% $632K 2026-05-05 $63.74

FAQ About WEST MICHIGAN ADVISORS, LLC and KBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEST MICHIGAN ADVISORS, LLC reported owning KBE?

WEST MICHIGAN ADVISORS, LLC reported KBE across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported KBE position in WEST MICHIGAN ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KBE was 0.14% in 2026 Q1.

What is the latest reported KBE position on this page?

The most recent filing on this page is 2026 Q2, when WEST MICHIGAN ADVISORS, LLC reported 10,615 shares, equal to 0.14% of portfolio, with an estimated market value of $632K.

What does the chart on this KBE ownership page compare?

The chart compares WEST MICHIGAN ADVISORS, LLC's quarterly KBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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