GM Advisory Group’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 | $1.22M | Hold |
20,525
| – | – | 0.05% | 149 |
|
|
2025
Q4 | $1.25M | Hold |
20,525
| – | – | 0.05% | 146 |
|
|
2025
Q3 | $1.22M | Sell |
20,525
-19,664
| -49% | -$1.16M | 0.05% | 135 |
|
|
2025
Q2 | $2.24M | Buy |
40,189
+130
| +0.3% | +$6.77K | 0.11% | 91 |
|
|
2025
Q1 | $2.12M | Buy |
40,059
+19,534
| +95% | +$1.09M | 0.11% | 79 |
|
|
2024
Q4 | $1.14M | Hold |
20,525
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $1.09M | Hold |
20,525
| – | – | 0.07% | 112 |
|
|
2024
Q2 | $952K | Hold |
20,525
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $967K | Hold |
20,525
| – | – | 0.07% | 114 |
|
|
2023
Q4 | $945K | Hold |
20,525
| – | – | 0.07% | 99 |
|
|
2023
Q3 | $756K | Hold |
20,525
| – | – | 0.06% | 97 |
|
|
2023
Q2 | $739K | Hold |
20,525
| – | – | 0.06% | 97 |
|
|
2023
Q1 | $761K | Hold |
20,525
| – | – | 0.07% | 95 |
|
|
2022
Q4 | $927K | Hold |
20,525
| – | – | 0.1% | 75 |
|
|
2022
Q3 | $909K | Hold |
20,525
| – | – | 0.11% | 69 |
|
|
2022
Q2 | $901K | Hold |
20,525
| – | – | 0.14% | 71 |
|
|
2022
Q1 | $1.07M | Hold |
20,525
| – | – | 0.13% | 87 |
|
|
2021
Q4 | $1.12M | Hold |
20,525
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $1.09M | Hold |
20,525
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $1.05M | Hold |
20,525
| – | – | 0.11% | 92 |
|
|
2021
Q1 | $1.06M | Hold |
20,525
| – | – | 0.13% | 79 |
|
|
2020
Q4 | $858K | Hold |
20,525
| – | – | 0.11% | 83 |
|
|
2020
Q3 | $604K | Hold |
20,525
| – | – | 0.09% | 86 |
|
|
2020
Q2 | $647K | Buy |
+20,525
| New | +$620K | 0.12% | 88 |
|
Other funds holding KBE
WBG
