Global Retirement Partners’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
Q4 | $1.31M | Sell |
21,608
-1,552
| -7% | -$91.4K | 0.02% | 569 |
|
|
2025
Q3 | $1.38M | Buy |
23,160
+22,927
| +9,840% | +$1.35M | 0.03% | 449 |
|
|
2025
Q2 | $13K | Buy |
+233
| New | +$12.1K | ﹤0.01% | 2477 |
|
|
2024
Q4 | $1.34M | Buy |
24,084
+23,564
| +4,532% | +$1.35M | 0.04% | 386 |
|
|
2024
Q3 | $27.5K | Sell |
520
-2,496
| -83% | -$128K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $140K | Buy |
3,016
+2,198
| +269% | +$100K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $38.5K | Sell |
818
-32
| -4% | -$1.44K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $37.5K | Hold |
850
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q3 | $30.3K | Sell |
850
-62
| -7% | -$2.42K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $32.9K | Hold |
912
| – | – | ﹤0.01% | 1461 |
|
|
2023
Q1 | $30.5K | Buy |
912
+6
| +0.7% | +$270 | ﹤0.01% | 1456 |
|
|
2022
Q4 | $40.9K | Sell |
906
-2,190
| -71% | -$103K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $150K | Buy |
3,096
+375
| +14% | +$17.8K | 0.01% | 655 |
|
|
2022
Q2 | $119K | Hold |
2,721
| – | – | 0.01% | 690 |
|
|
2022
Q1 | $127K | Buy |
+2,721
| New | +$152K | 0.01% | 680 |
|
|
2021
Q4 | – | Sell |
-2,527
| Closed | -$134K | – | 1084 |
|
|
2021
Q3 | $134K | Buy |
2,527
+171
| +7% | +$8.68K | 0.01% | 564 |
|
|
2021
Q2 | $121K | Buy |
2,356
+917
| +64% | +$48.9K | 0.01% | 585 |
|
|
2021
Q1 | $75K | Buy |
1,439
+718
| +100% | +$35K | 0.01% | 650 |
|
|
2020
Q4 | $30K | Hold |
721
| – | – | ﹤0.01% | 902 |
|
|
2020
Q3 | $21K | Buy |
721
+437
| +154% | +$13.6K | ﹤0.01% | 903 |
|
|
2020
Q2 | $9K | Hold |
284
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q1 | $8K | Hold |
284
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q4 | $13K | Buy |
284
+259
| +1,036% | +$11.7K | ﹤0.01% | 1092 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1520 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q1 | $1K | Buy |
+25
| New | +$1.07K | ﹤0.01% | 1463 |
|
|
2017
Q1 | – | Sell |
-5,280
| Closed | -$230K | – | 1119 |
|
|
2016
Q4 | $230K | Buy |
+5,280
| New | +$204K | 0.15% | 125 |
|
Other funds holding KBE
WBG
MAM
