Evolution Wealth Advisors’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	$3.16M	Hold	53,022	–	–	0.32%	40
2025 Q4	$3.22M	Hold	53,022	–	–	0.32%	40
2025 Q3	$3.15M	Hold	53,022	–	–	0.42%	41
2025 Q2	$2.96M	Hold	53,022	–	–	0.43%	41
2025 Q1	$2.81M	Sell	53,022 -365	-0.7%	-$20.5K	0.47%	39
2024 Q4	$2.96M	Hold	53,387	–	–	0.5%	35
2024 Q3	$2.82M	Sell	53,387 -620	-1%	-$31.8K	0.51%	41
2024 Q2	$2.51M	Sell	54,007 -690	-1%	-$31.4K	0.49%	44
2024 Q1	$2.58M	Sell	54,697 -131,561	-71%	-$5.9M	0.49%	42
2023 Q4	$8.57M	Sell	186,258 -970	-0.5%	-$38.4K	1.72%	16
2023 Q3	$6.9M	Buy	187,228 +1,875	+1%	+$73K	1.54%	20
2023 Q2	$6.67M	Sell	185,353 -3,560	-2%	-$127K	1.47%	20
2023 Q1	$7M	Buy	+188,913	New	+$8.49M	1.68%	19
2019 Q1	–	Sell	-1,020	Closed	-$38K	–	127
2018 Q4	$38K	Buy	+1,020	New	+$43.2K	0.02%	104