BigSur Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

BigSur Wealth Management’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 Q2	$131K	Hold	1,925	–	–	0.03%	163
2026 Q1	$115K	Sell	1,925 -1,000	-34%	-$62.2K	0.03%	156
2025 Q4	$178K	Hold	2,925	–	–	0.04%	149
2025 Q3	$174K	Sell	2,925 -9,400	-76%	-$554K	0.04%	148
2025 Q2	$687K	Hold	12,325	–	–	0.17%	102
2025 Q1	$653K	Hold	12,325	–	–	0.18%	103
2024 Q4	$684K	Hold	12,325	–	–	0.2%	98
2024 Q3	$652K	Buy	12,325 +700	+6%	+$35.9K	0.18%	102
2024 Q2	$539K	Sell	11,625 -700	-6%	-$31.9K	0.17%	107
2024 Q1	$581K	Hold	12,325	–	–	0.18%	101
2023 Q4	$567K	Buy	12,325 +700	+6%	+$27.7K	0.27%	78
2023 Q3	$428K	Hold	11,625	–	–	0.22%	84
2023 Q2	$419K	Sell	11,625 -1,000	-8%	-$35.6K	0.2%	87
2023 Q1	$468K	Hold	12,625	–	–	0.22%	87
2022 Q4	$570K	Hold	12,625	–	–	0.27%	79
2022 Q3	$559K	Hold	12,625	–	–	0.28%	76
2022 Q2	$554K	Hold	12,625	–	–	0.26%	78
2022 Q1	$661K	Hold	12,625	–	–	0.26%	80
2021 Q4	$689K	Hold	12,625	–	–	0.27%	78
2021 Q3	$668K	Hold	12,625	–	–	0.3%	77
2021 Q2	$648K	Buy	12,625 +3,700	+41%	+$197K	0.29%	75
2021 Q1	$463K	Hold	8,925	–	–	0.24%	78
2020 Q4	$373K	Sell	8,925 -8,475	-49%	-$314K	0.21%	75
2020 Q3	$512K	Hold	17,400	–	–	0.33%	66
2020 Q2	$549K	Sell	17,400 -15,000	-46%	-$453K	0.39%	55
2020 Q1	$874K	Sell	32,400 -4,000	-11%	-$160K	0.66%	37
2019 Q4	$1.72M	Sell	36,400 -6,000	-14%	-$272K	0.97%	29
2019 Q3	$1.83M	Hold	42,400	–	–	1.23%	20
2019 Q2	$1.85M	Hold	42,400	–	–	1.29%	18
2019 Q1	$1.77M	Hold	42,400	–	–	1.16%	19
2018 Q4	$1.58M	Hold	42,400	–	–	1.13%	20
2018 Q3	$1.98M	Buy	42,400 +17,000	+67%	+$828K	1.24%	18
2018 Q2	$1.2M	Sell	25,400 -200	-0.8%	-$9.77K	0.87%	24
2018 Q1	$1.23M	Buy	25,600 +2,200	+9%	+$109K	0.87%	21
2017 Q4	$1.11M	Buy	23,400 +200	+0.9%	+$9.2K	1.1%	18
2017 Q3	$1.05M	Hold	23,200	–	–	1.05%	18
2017 Q2	$1.01M	Buy	23,200 +2,200	+10%	+$93.5K	1.03%	19
2017 Q1	$902K	Buy	21,000 +6,000	+40%	+$264K	0.98%	22
2016 Q4	$652K	Buy	+15,000	New	+$579K	0.87%	29