Berkshire Asset 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	–	Sell	-8,287	Closed	-$503K	–	275
2025 Q4	$503K	Hold	8,287	–	–	0.02%	174
2025 Q3	$492K	Hold	8,287	–	–	0.02%	194
2025 Q2	$462K	Hold	8,287	–	–	0.02%	196
2025 Q1	$438K	Hold	8,287	–	–	0.02%	200
2024 Q4	$481K	Hold	8,287	–	–	0.02%	193
2024 Q3	$384K	Hold	8,287	–	–	0.02%	212
2024 Q2	$384K	Sell	8,287 -750	-8%	-$34.1K	0.02%	212
2024 Q1	$426K	Hold	9,037	–	–	0.02%	174
2023 Q4	$416K	Hold	9,037	–	–	0.02%	167
2023 Q3	$333K	Hold	9,037	–	–	0.02%	180
2023 Q2	$325K	Hold	9,037	–	–	0.02%	183
2023 Q1	$335K	Buy	9,037 +2,524	+39%	+$113K	0.02%	171
2022 Q4	$294K	Sell	6,513 -2,524	-28%	-$118K	0.02%	128
2022 Q3	$400K	Sell	9,037 -1,000	-10%	-$47.5K	0.03%	148
2022 Q2	$440K	Buy	+10,037	New	+$477K	0.03%	148
2022 Q1	–	Sell	-11,037	Closed	-$602K	–	222
2021 Q4	$602K	Sell	11,037 -450	-4%	-$24.9K	0.04%	154
2021 Q3	$608K	Buy	11,487 +2,450	+27%	+$124K	0.04%	146
2021 Q2	$464K	Hold	9,037	–	–	0.03%	163
2021 Q1	$469K	Buy	9,037 +750	+9%	+$36.5K	0.03%	155
2020 Q4	$347K	Buy	+8,287	New	+$307K	0.03%	174