AE Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.11K | Buy |
153
+18
| +13% | +$1.12K | ﹤0.01% | 2292 |
|
|
2025
Q4 | $8.19K | Sell |
135
-18
| -12% | -$1.06K | ﹤0.01% | 2166 |
|
|
2025
Q3 | $9.09K | Hold |
153
| – | – | ﹤0.01% | 2007 |
|
|
2025
Q2 | $8.53K | Sell |
153
-50
| -25% | -$2.6K | ﹤0.01% | 1897 |
|
|
2025
Q1 | $10.8K | Buy |
203
+173
| +577% | +$9.69K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $1.66K | Buy |
+30
| New | +$1.71K | ﹤0.01% | 2008 |
|
|
2024
Q1 | – | Sell |
-34,793
| Closed | -$1.61M | – | 1606 |
|
|
2023
Q4 | $1.61M | Buy |
34,793
+2,384
| +7% | +$94.3K | 0.01% | 977 |
|
|
2023
Q3 | $1.19M | Sell |
32,409
-290
| -0.9% | -$11.3K | 0.01% | 1027 |
|
|
2023
Q2 | $1.18M | Buy |
+32,699
| New | +$1.17M | 0.01% | 1029 |
|
|
2023
Q1 | – | Sell |
-6,722
| Closed | -$303K | – | 1949 |
|
|
2022
Q4 | $303K | Sell |
6,722
-39
| -0.6% | -$1.83K | ﹤0.01% | 1496 |
|
|
2022
Q3 | $299K | Sell |
6,761
-20,851
| -76% | -$991K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $1.21M | Sell |
27,612
-214
| -0.8% | -$10.2K | 0.01% | 827 |
|
|
2022
Q1 | $1.46M | Buy |
27,826
+16,367
| +143% | +$913K | 0.01% | 796 |
|
|
2021
Q4 | $625K | Buy |
11,459
+5,334
| +87% | +$296K | ﹤0.01% | 1169 |
|
|
2021
Q3 | $324K | Buy |
6,125
+863
| +16% | +$43.8K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $270K | Buy |
5,262
+1,155
| +28% | +$61.6K | ﹤0.01% | 1390 |
|
|
2021
Q1 | $213K | Buy |
+4,107
| New | +$200K | ﹤0.01% | 1388 |
|
|
2018
Q4 | – | Sell |
-4,535
| Closed | -$211K | – | 547 |
|
|
2018
Q3 | $211K | Sell |
4,535
-3,396
| -43% | -$165K | 0.01% | 548 |
|
|
2018
Q2 | $374K | Sell |
7,931
-494
| -6% | -$24.1K | 0.03% | 299 |
|
|
2018
Q1 | $403K | Buy |
8,425
+99
| +1% | +$4.92K | 0.03% | 278 |
|
|
2017
Q4 | $394K | Sell |
8,326
-10,065
| -55% | -$463K | 0.03% | 268 |
|
|
2017
Q3 | $829K | Buy |
18,391
+1,408
| +8% | +$60.4K | 0.08% | 180 |
|
|
2017
Q2 | $739K | Buy |
16,983
+3,836
| +29% | +$163K | 0.09% | 188 |
|
|
2017
Q1 | $565K | Buy |
+13,147
| New | +$579K | 0.1% | 156 |
|
Other funds holding KBE
WBG
