HB Wealth Management’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
Q3 | $215K | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $519K | Hold |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $463K | Hold |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $788K | Hold |
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|
2022
Q4 | $960K | Hold |
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|
2022
Q3 | $942K | Hold |
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|
2022
Q2 | $933K | Hold |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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