Institute for 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
2026 Q1	$261K	Hold	4,380	–	–	0.03%	460
2025 Q4	$266K	Hold	4,380	–	–	0.03%	465
2025 Q3	$260K	Hold	4,380	–	–	0.03%	490
2025 Q2	$244K	Sell	4,380 -306	-7%	-$15.9K	0.03%	489
2025 Q1	$248K	Buy	4,686 +80	+2%	+$4.48K	0.03%	462
2024 Q4	$255K	Buy	4,606 +189	+4%	+$10.8K	0.03%	435
2024 Q3	$234K	Hold	4,417	–	–	0.03%	482
2024 Q2	$205K	Hold	4,417	–	–	0.03%	473
2024 Q1	$208K	Sell	4,417 -22	-0.5%	-$987	0.03%	477
2023 Q4	$204K	Buy	+4,439	New	+$176K	0.03%	460
2023 Q1	–	Sell	-5,289	Closed	-$239K	–	460
2022 Q4	$239K	Buy	5,289 +415	+9%	+$19.5K	0.05%	393
2022 Q3	$216K	Buy	+4,874	New	+$232K	0.05%	412
2022 Q2	–	Sell	-4,476	Closed	-$234K	–	550
2022 Q1	$234K	Hold	4,476	–	–	0.04%	485
2021 Q4	$244K	Hold	4,476	–	–	0.04%	422
2021 Q3	$237K	Hold	4,476	–	–	0.04%	428
2021 Q2	$230K	Sell	4,476 -100	-2%	-$5.33K	0.04%	434
2021 Q1	$237K	Buy	+4,576	New	+$223K	0.05%	406
2020 Q1	–	Sell	-5,148	Closed	-$243K	–	560
2019 Q4	$243K	Hold	5,148	–	–	0.05%	388
2019 Q3	$222K	Hold	5,148	–	–	0.06%	379
2019 Q2	$223K	Sell	5,148 -392	-7%	-$17K	0.05%	409
2019 Q1	$231K	Sell	5,540 -123	-2%	-$5.27K	0.05%	386
2018 Q4	$212K	Buy	+5,663	New	+$240K	0.09%	238
2018 Q1	–	Sell	-4,178	Closed	-$200K	–	333
2017 Q4	$200K	Buy	+4,178	New	+$192K	0.05%	362