Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $324K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.38M | Buy |
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