Envestnet Portfolio Solutions’s SPDR S&P Bank ETF KBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Buy	+13,194	New	+$736K	﹤0.01%	924
2024 Q4	–	Sell	-4,772	Closed	-$252K	–	1767
2024 Q3	$252K	Buy	+4,772	New	+$252K	﹤0.01%	1525
2024 Q1	–	Sell	-5,257	Closed	-$242K	–	1631
2023 Q4	$242K	Buy	+5,257	New	+$242K	﹤0.01%	1404