Great Valley Advisor Group’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
10,984
+808
| +8% | +$45.1K | 0.01% | 557 |
|
|
2025
Q1 | $539K | Buy |
10,176
+3,351
| +49% | +$177K | 0.01% | 577 |
|
|
2024
Q4 | $379K | Sell |
6,825
-400
| -6% | -$22.2K | 0.01% | 634 |
|
|
2024
Q3 | $382K | Sell |
7,225
-155
| -2% | -$8.2K | 0.01% | 628 |
|
|
2024
Q2 | $342K | Sell |
7,380
-91
| -1% | -$4.22K | 0.01% | 611 |
|
|
2024
Q1 | $352K | Sell |
7,471
-51
| -0.7% | -$2.4K | 0.01% | 566 |
|
|
2023
Q4 | $346K | Buy |
7,522
+439
| +6% | +$20.2K | 0.01% | 543 |
|
|
2023
Q3 | $261K | Buy |
7,083
+1,401
| +25% | +$51.6K | 0.01% | 574 |
|
|
2023
Q2 | $205K | Buy |
+5,682
| New | +$205K | 0.01% | 655 |
|