Caldwell Sutter Capital’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	$30.5K	Buy	512 +3	+0.6%	+$187	0.01%	433
2025 Q4	$30.9K	Buy	509 +3	+0.6%	+$177	0.01%	424
2025 Q3	$30.1K	Buy	506 +3	+0.6%	+$177	0.01%	427
2025 Q2	$28K	Buy	503 +3	+0.6%	+$156	0.01%	424
2025 Q1	$26.5K	Buy	500 +4	+0.8%	+$224	0.01%	430
2024 Q4	$27.5K	Buy	496 +3	+0.6%	+$171	0.01%	435
2024 Q3	$26.1K	Buy	493 +3	+0.6%	+$154	0.01%	448
2024 Q2	$22.7K	Buy	490 +3	+0.6%	+$137	0.01%	471
2024 Q1	$22.9K	Buy	487 +4	+0.8%	+$179	0.01%	458
2023 Q4	$22.2K	Buy	483 +3	+0.6%	+$119	0.01%	452
2023 Q3	$17.7K	Buy	480 +5	+1%	+$195	0.01%	461
2023 Q2	$17.1K	Hold	475	–	–	0.01%	465
2023 Q1	$17.6K	Hold	475	–	–	0.01%	347
2022 Q4	$21.4K	Buy	+475	New	+$22.3K	0.02%	218