IFP Advisors’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 | $14.9K | Hold |
250
| – | – | ﹤0.01% | 2942 |
|
|
2025
Q4 | $15.2K | Sell |
250
-200
| -44% | -$11.8K | ﹤0.01% | 2859 |
|
|
2025
Q3 | $26.7K | Sell |
450
-1
| -0.2% | -$59 | ﹤0.01% | 2423 |
|
|
2025
Q2 | $25.1K | Sell |
451
-4,249
| -90% | -$221K | ﹤0.01% | 2417 |
|
|
2025
Q1 | $249K | Sell |
4,700
-300
| -6% | -$16.8K | 0.01% | 1077 |
|
|
2024
Q4 | $277K | Buy |
5,000
+300
| +6% | +$17.1K | 0.01% | 977 |
|
|
2024
Q3 | $249K | Buy |
4,700
+2,000
| +74% | +$102K | 0.01% | 987 |
|
|
2024
Q2 | $125K | Hold |
2,700
| – | – | 0.01% | 1264 |
|
|
2024
Q1 | $127K | Sell |
2,700
-1,000
| -27% | -$44.9K | 0.01% | 1192 |
|
|
2023
Q4 | $170K | Sell |
3,700
-270
| -7% | -$10.7K | 0.01% | 1021 |
|
|
2023
Q3 | $146K | Hold |
3,970
| – | – | 0.01% | 1106 |
|
|
2023
Q2 | $143K | Hold |
3,970
| – | – | 0.01% | 1172 |
|
|
2023
Q1 | $196K | Sell |
3,970
-2,793
| -41% | -$126K | 0.01% | 955 |
|
|
2022
Q4 | $335K | Sell |
6,763
-3,179
| -32% | -$149K | 0.01% | 1085 |
|
|
2022
Q3 | $493K | Buy |
9,942
+201
| +2% | +$9.55K | 0.01% | 940 |
|
|
2022
Q2 | $483K | Hold |
9,741
| – | – | 0.02% | 871 |
|
|
2022
Q1 | $483K | Buy |
9,741
+9,221
| +1,773% | +$515K | 0.02% | 871 |
|
|
2021
Q4 | $29K | Hold |
520
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q3 | $27K | Sell |
520
-200
| -28% | -$10.2K | ﹤0.01% | 1858 |
|
|
2021
Q2 | $37K | Hold |
720
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q1 | $37K | Buy |
720
+200
| +38% | +$9.75K | ﹤0.01% | 1587 |
|
|
2020
Q4 | $21K | Hold |
520
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q3 | $15K | Sell |
520
-2,120
| -80% | -$66K | ﹤0.01% | 1754 |
|
|
2020
Q2 | $80K | Buy |
2,640
+2,370
| +878% | +$71.5K | 0.01% | 1009 |
|
|
2020
Q1 | $8K | Sell |
270
-384
| -59% | -$15.4K | ﹤0.01% | 1876 |
|
|
2019
Q4 | $30K | Buy |
654
+39
| +6% | +$1.77K | ﹤0.01% | 1457 |
|
|
2019
Q3 | $25K | Buy |
+615
| New | +$26.2K | ﹤0.01% | 1668 |
|
|
2019
Q1 | $57K | Sell |
1,349
-7,367
| -85% | -$316K | 0.01% | 910 |
|
|
2018
Q4 | $323K | Sell |
8,716
-4,241
| -33% | -$180K | 0.02% | 687 |
|
|
2018
Q3 | $603K | Buy |
12,957
+2,451
| +23% | +$119K | 0.02% | 604 |
|
|
2018
Q2 | $495K | Buy |
10,506
+3,933
| +60% | +$192K | 0.02% | 663 |
|
|
2018
Q1 | $311K | Hold |
6,573
| – | – | 0.01% | 808 |
|
|
2017
Q4 | $311K | Buy |
6,573
+1,389
| +27% | +$63.9K | 0.01% | 809 |
|
|
2017
Q3 | $234K | Buy |
5,184
+607
| +13% | +$26K | 0.01% | 1055 |
|
|
2017
Q2 | $199K | Buy |
4,577
+1,667
| +57% | +$70.9K | 0.01% | 1127 |
|
|
2017
Q1 | $125K | Sell |
2,910
-475
| -14% | -$20.9K | 0.01% | 1371 |
|
|
2016
Q4 | $147K | Buy |
3,385
+1,170
| +53% | +$45.2K | 0.01% | 1213 |
|
|
2016
Q3 | $74K | Buy |
2,215
+1,640
| +285% | +$53.3K | ﹤0.01% | 1559 |
|
|
2016
Q2 | $18K | Sell |
575
-774
| -57% | -$24.5K | ﹤0.01% | 2407 |
|
|
2016
Q1 | $57K | Buy |
1,349
+552
| +69% | +$16.4K | 0.01% | 910 |
|
|
2015
Q4 | $27K | Buy |
+797
| New | +$27.7K | ﹤0.01% | 1985 |
|
Other funds holding KBE
WBG
