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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $351K | Sell |
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|
2017
Q3 | $4.78M | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | $106K | Buy |
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|
2016
Q2 | $97K | Sell |
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|
2016
Q1 | $106K | Buy |
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|
2015
Q4 | $112K | Sell |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $814K | Buy |
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|
2014
Q4 | $175K | Buy |
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|
2014
Q3 | $114K | Buy |
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|
2014
Q2 | $19K | Buy |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $46K | Buy |
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|
2013
Q2 | $29K | Buy |
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