Graves Light Lenhart Wealth’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 Q2	$639K	Hold	9,367	–	–	0.06%	110
2026 Q1	$558K	Sell	9,367 -1,336	-12%	-$83.1K	0.06%	110
2025 Q4	$650K	Hold	10,703	–	–	0.07%	103
2025 Q3	$636K	Hold	10,703	–	–	0.07%	103
2025 Q2	$597K	Sell	10,703 -703	-6%	-$36.6K	0.07%	105
2025 Q1	$604K	Hold	11,406	–	–	0.07%	101
2024 Q4	$633K	Hold	11,406	–	–	0.08%	100
2024 Q3	$603K	Sell	11,406 -920	-7%	-$47.1K	0.07%	101
2024 Q2	$569K	Sell	12,326 -332	-3%	-$15.1K	0.07%	105
2024 Q1	$596K	Hold	12,658	–	–	0.07%	100
2023 Q4	$583K	Hold	12,658	–	–	0.07%	99
2023 Q3	$460K	Sell	12,658 -1,400	-10%	-$54.5K	0.06%	108
2023 Q2	$506K	Hold	14,058	–	–	0.07%	109
2023 Q1	$521K	Hold	14,058	–	–	0.08%	101
2022 Q4	$635K	Sell	14,058 -1,168	-8%	-$54.8K	0.1%	100
2022 Q3	$674K	Sell	15,226 -1,000	-6%	-$47.5K	0.11%	97
2022 Q2	$712K	Hold	16,226	–	–	0.11%	96
2022 Q1	$849K	Hold	16,226	–	–	0.12%	87
2021 Q4	$885K	Hold	16,226	–	–	0.13%	87
2021 Q3	$859K	Sell	16,226 -22	-0.1%	-$1.12K	0.14%	78
2021 Q2	$834K	Sell	16,248 -41	-0.3%	-$2.19K	0.13%	78
2021 Q1	$845K	Sell	16,289 -897	-5%	-$43.7K	0.14%	75
2020 Q4	$719K	Buy	17,186 +3	+0%	+$111	0.13%	75
2020 Q3	$506K	Buy	17,183 +4	+0%	+$124	0.11%	89
2020 Q2	$542K	Buy	17,179 +3	+0%	+$91	0.13%	85
2020 Q1	$463K	Sell	17,176 -3,687	-18%	-$148K	0.12%	86
2019 Q4	$987K	Buy	20,863 +3	+0%	+$136	0.21%	72
2019 Q3	$921K	Buy	20,860 +1,170	+6%	+$49.9K	0.2%	73
2019 Q2	$854K	Hold	19,690	–	–	0.2%	72
2019 Q1	$822K	Sell	19,690 -954	-5%	-$40.9K	0.21%	70
2018 Q4	$771K	Buy	+20,644	New	+$875K	0.23%	69