Cerity Partners’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
Q3 | $286K | Hold |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $258K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Buy |
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