Global Financial Private Client’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 Q2	–	Sell	-66	Closed	-$3.5K	–	927
2025 Q1	$3.5K	Hold	66	–	–	﹤0.01%	742
2024 Q4	$3.66K	Hold	66	–	–	﹤0.01%	664
2024 Q3	$3.49K	Hold	66	–	–	﹤0.01%	679
2024 Q2	$3.06K	Hold	66	–	–	﹤0.01%	541
2024 Q1	$3.05K	Hold	66	–	–	﹤0.01%	559
2023 Q4	$3.04K	Hold	66	–	–	﹤0.01%	554
2023 Q3	$2.38K	Hold	66	–	–	﹤0.01%	558
2023 Q2	$2.42K	Hold	66	–	–	﹤0.01%	560
2023 Q1	$2.43K	Hold	66	–	–	﹤0.01%	561
2022 Q4	$2.98K	Hold	66	–	–	﹤0.01%	530
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	503
2022 Q2	$2.94K	Sell	66 -36	-35%	-$1.71K	﹤0.01%	487
2022 Q1	$5.29K	Buy	102 +36	+55%	+$2.01K	﹤0.01%	463
2021 Q4	$3.6K	Hold	66	–	–	﹤0.01%	474
2021 Q3	$3.57K	Hold	66	–	–	﹤0.01%	417
2021 Q2	$3.42K	Hold	66	–	–	﹤0.01%	433
2021 Q1	$3.45K	Hold	66	–	–	﹤0.01%	384
2020 Q4	$2.76K	Buy	+66	New	+$2.45K	﹤0.01%	393