Chicago Partners Investment Group’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	$497K	Hold	7,791	–	–	0.01%	891
2025 Q4	$489K	Buy	+7,791	New	+$459K	0.01%	779
2019 Q1	–	Sell	-10,629	Closed	-$423K	–	341
2018 Q4	$423K	Sell	10,629 -283	-3%	-$12K	0.06%	213
2018 Q3	$456K	Buy	10,912 +347	+3%	+$16.9K	0.07%	191
2018 Q2	$498K	Hold	10,565	–	–	0.08%	173
2018 Q1	$506K	Hold	10,565	–	–	0.09%	153
2017 Q4	$500K	Hold	10,565	–	–	0.08%	161
2017 Q3	$476K	Sell	10,565 -9,435	-47%	-$404K	0.08%	159
2017 Q2	$870K	Buy	20,000 +19,435	+3,440%	+$826K	0.23%	80
2017 Q1	$24K	Hold	565	–	–	0.01%	394
2016 Q4	$25K	Hold	565	–	–	0.01%	367
2016 Q3	$19K	Buy	+565	New	+$18.4K	0.01%	368