Creative Planning’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 | $368K | Buy |
6,174
+525
| +9% | +$32.7K | ﹤0.01% | 3262 |
|
|
2025
Q4 | $343K | Buy |
5,649
+292
| +5% | +$17.2K | ﹤0.01% | 3153 |
|
|
2025
Q3 | $318K | Sell |
5,357
-260
| -5% | -$15.3K | ﹤0.01% | 3093 |
|
|
2025
Q2 | $313K | Buy |
5,617
+64
| +1% | +$3.33K | ﹤0.01% | 2864 |
|
|
2025
Q1 | $294K | Sell |
5,553
-8,610
| -61% | -$482K | ﹤0.01% | 2776 |
|
|
2024
Q4 | $786K | Buy |
14,163
+7,846
| +124% | +$448K | ﹤0.01% | 1847 |
|
|
2024
Q3 | $334K | Buy |
6,317
+4
| +0.1% | +$205 | ﹤0.01% | 2440 |
|
|
2024
Q2 | $293K | Buy |
6,313
+200
| +3% | +$9.11K | ﹤0.01% | 2365 |
|
|
2024
Q1 | $288K | Sell |
6,113
-2,589
| -30% | -$116K | ﹤0.01% | 2282 |
|
|
2023
Q4 | $400K | Sell |
8,702
-14,222
| -62% | -$563K | ﹤0.01% | 1864 |
|
|
2023
Q3 | $845K | Buy |
22,924
+13,994
| +157% | +$545K | ﹤0.01% | 1252 |
|
|
2023
Q2 | $321K | Sell |
8,930
-1,503
| -14% | -$53.5K | ﹤0.01% | 1859 |
|
|
2023
Q1 | $387K | Sell |
10,433
-534
| -5% | -$24K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $495K | Sell |
10,967
-2,368
| -18% | -$111K | ﹤0.01% | 1438 |
|
|
2022
Q3 | $591K | Sell |
13,335
-410
| -3% | -$19.5K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $603K | Sell |
13,745
-1,899
| -12% | -$90.2K | ﹤0.01% | 1213 |
|
|
2022
Q1 | $819K | Buy |
15,644
+5,834
| +59% | +$326K | ﹤0.01% | 1082 |
|
|
2021
Q4 | $535K | Sell |
9,810
-3,012
| -23% | -$167K | ﹤0.01% | 1262 |
|
|
2021
Q3 | $678K | Buy |
12,822
+2,811
| +28% | +$143K | ﹤0.01% | 1134 |
|
|
2021
Q2 | $514K | Sell |
10,011
-1,333
| -12% | -$71.1K | ﹤0.01% | 1266 |
|
|
2021
Q1 | $589K | Buy |
11,344
+1,518
| +15% | +$74K | ﹤0.01% | 1321 |
|
|
2020
Q4 | $411K | Buy |
9,826
+557
| +6% | +$20.6K | ﹤0.01% | 1429 |
|
|
2020
Q3 | $273K | Buy |
+9,269
| New | +$288K | ﹤0.01% | 1478 |
|
|
2020
Q1 | – | Sell |
-9,134
| Closed | -$432K | – | 1992 |
|
|
2019
Q4 | $432K | Sell |
9,134
-2,850
| -24% | -$129K | ﹤0.01% | 1194 |
|
|
2019
Q3 | $517K | Buy |
11,984
+625
| +6% | +$26.6K | ﹤0.01% | 1042 |
|
|
2019
Q2 | $493K | Buy |
11,359
+261
| +2% | +$11.3K | ﹤0.01% | 1083 |
|
|
2019
Q1 | $464K | Buy |
11,098
+2,502
| +29% | +$107K | ﹤0.01% | 1072 |
|
|
2018
Q4 | $321K | Sell |
8,596
-943
| -10% | -$40K | ﹤0.01% | 1195 |
|
|
2018
Q3 | $444K | Buy |
9,539
+1,834
| +24% | +$89.4K | ﹤0.01% | 1152 |
|
|
2018
Q2 | $363K | Buy |
7,705
+56
| +0.7% | +$2.73K | ﹤0.01% | 1255 |
|
|
2018
Q1 | $366K | Buy |
7,649
+235
| +3% | +$11.7K | ﹤0.01% | 1245 |
|
|
2017
Q4 | $351K | Sell |
7,414
-98,484
| -93% | -$4.53M | ﹤0.01% | 1273 |
|
|
2017
Q3 | $4.78M | Buy |
105,898
+82,249
| +348% | +$3.53M | 0.02% | 248 |
|
|
2017
Q2 | $1.03M | Buy |
23,649
+18,002
| +319% | +$765K | 0.01% | 671 |
|
|
2017
Q1 | $243K | Buy |
5,647
+1,001
| +22% | +$44.1K | ﹤0.01% | 1370 |
|
|
2016
Q4 | $202K | Buy |
4,646
+1,467
| +46% | +$56.7K | ﹤0.01% | 1406 |
|
|
2016
Q3 | $106K | Buy |
3,179
+1
| +0% | +$33 | ﹤0.01% | 1803 |
|
|
2016
Q2 | $97K | Sell |
3,178
-299
| -9% | -$9.47K | ﹤0.01% | 1697 |
|
|
2016
Q1 | $106K | Buy |
3,477
+159
| +5% | +$4.71K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $112K | Sell |
3,318
-3,629
| -52% | -$126K | ﹤0.01% | 1565 |
|
|
2015
Q3 | $231K | Sell |
6,947
-22,460
| -76% | -$784K | ﹤0.01% | 1116 |
|
|
2015
Q2 | $1.07M | Buy |
29,407
+5,107
| +21% | +$179K | 0.01% | 450 |
|
|
2015
Q1 | $814K | Buy |
24,300
+19,094
| +367% | +$621K | 0.01% | 533 |
|
|
2014
Q4 | $175K | Buy |
5,206
+1,630
| +46% | +$53.2K | ﹤0.01% | 1225 |
|
|
2014
Q3 | $114K | Buy |
3,576
+3,019
| +542% | +$98.2K | ﹤0.01% | 1388 |
|
|
2014
Q2 | $19K | Buy |
557
+340
| +157% | +$11.1K | ﹤0.01% | 2519 |
|
|
2014
Q1 | $7K | Sell |
217
-800
| -79% | -$26.4K | ﹤0.01% | 2927 |
|
|
2013
Q4 | $34K | Sell |
1,017
-500
| -33% | -$15.9K | ﹤0.01% | 1857 |
|
|
2013
Q3 | $46K | Buy |
1,517
+500
| +49% | +$15.3K | ﹤0.01% | 1562 |
|
|
2013
Q2 | $29K | Buy |
+1,017
| New | +$27.8K | ﹤0.01% | 1695 |
|
Other funds holding KBE
WBG
