Great Diamond 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
Q2
Sell
2025
Q1
$1.96M Buy
2022
Q3
Sell
2022
Q2
$959K Buy
2022
Q1
$1.07M Buy
2021
Q4
$1.11M Buy
2021
Q3
$1.05M Buy
2021
Q2
$993K Buy
2021
Q1
$912K Buy