CIBC Private Wealth Group’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Sell |
757
-22,883
| -97% | -$1.28M | ﹤0.01% | 1735 |
|
|
2025
Q1 | $1.08M | Buy |
23,640
+258
| +1% | +$11.8K | ﹤0.01% | 636 |
|
|
2024
Q4 | $1.29M | Buy |
23,382
+20,859
| +827% | +$1.15M | ﹤0.01% | 648 |
|
|
2024
Q3 | $133K | Hold |
2,523
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q2 | $115K | Hold |
2,523
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q1 | $117K | Buy |
+2,523
| New | +$117K | ﹤0.01% | 1330 |
|
|
2022
Q4 | – | Sell |
-5,022
| Closed | -$222K | – | 901 |
|
|
2022
Q3 | $222K | Sell |
5,022
-3,955
| -44% | -$175K | ﹤0.01% | 845 |
|
|
2022
Q2 | $394K | Sell |
8,977
-750
| -8% | -$32.9K | ﹤0.01% | 750 |
|
|
2022
Q1 | $509K | Sell |
9,727
-26,393
| -73% | -$1.38M | ﹤0.01% | 744 |
|
|
2021
Q4 | $1.97M | Sell |
36,120
-7,760
| -18% | -$423K | ﹤0.01% | 526 |
|
|
2021
Q3 | $2.32M | Sell |
43,880
-13,100
| -23% | -$693K | 0.01% | 485 |
|
|
2021
Q2 | $2.92M | Sell |
56,980
-105
| -0.2% | -$5.39K | 0.01% | 472 |
|
|
2021
Q1 | $2.96M | Buy |
57,085
+40,805
| +251% | +$2.12M | 0.01% | 472 |
|
|
2020
Q4 | $681K | Buy |
+16,280
| New | +$681K | ﹤0.01% | 711 |
|
|
2018
Q3 | – | Sell |
-935
| Closed | -$44K | – | 1351 |
|
|
2018
Q2 | $44K | Hold |
935
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q1 | $45K | Buy |
+935
| New | +$45K | ﹤0.01% | 1184 |
|