Mutual 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 | $372K | Sell |
6,244
-4,773
| -43% | -$297K | 0.01% | 1031 |
|
|
2025
Q4 | $669K | Sell |
11,017
-5,381
| -33% | -$317K | 0.01% | 737 |
|
|
2025
Q3 | $933K | Buy |
16,398
+5,561
| +51% | +$328K | 0.02% | 594 |
|
|
2025
Q2 | $626K | Sell |
10,837
-216
| -2% | -$11.2K | 0.02% | 680 |
|
|
2025
Q1 | $556K | Sell |
11,053
-63
| -0.6% | -$3.53K | 0.02% | 671 |
|
|
2024
Q4 | $635K | Buy |
11,116
+5,443
| +96% | +$311K | 0.02% | 621 |
|
|
2024
Q3 | $310K | Sell |
5,673
-272
| -5% | -$13.9K | 0.01% | 881 |
|
|
2024
Q2 | $319K | Buy |
5,945
+623
| +12% | +$28.4K | 0.01% | 858 |
|
|
2024
Q1 | $251K | Buy |
5,322
+81
| +2% | +$3.63K | 0.01% | 945 |
|
|
2023
Q4 | $241K | Sell |
5,241
-1,615
| -24% | -$63.9K | 0.01% | 898 |
|
|
2023
Q3 | $253K | Buy |
6,856
+641
| +10% | +$25K | 0.01% | 839 |
|
|
2023
Q2 | $224K | Hold |
6,215
| – | – | 0.01% | 908 |
|
|
2023
Q1 | $230K | Buy |
6,215
+743
| +14% | +$33.4K | 0.01% | 870 |
|
|
2022
Q4 | $247K | Hold |
5,472
| – | – | 0.01% | 803 |
|
|
2022
Q3 | $242K | Sell |
5,472
-435
| -7% | -$20.7K | 0.01% | 776 |
|
|
2022
Q2 | $259K | Sell |
5,907
-212
| -3% | -$10.1K | 0.02% | 718 |
|
|
2022
Q1 | $320K | Hold |
6,119
| – | – | 0.02% | 698 |
|
|
2021
Q4 | $334K | Buy |
6,119
+1,000
| +20% | +$55.4K | 0.02% | 703 |
|
|
2021
Q3 | $271K | Sell |
5,119
-329
| -6% | -$16.7K | 0.02% | 742 |
|
|
2021
Q2 | $280K | Buy |
5,448
+764
| +16% | +$40.8K | 0.02% | 695 |
|
|
2021
Q1 | $243K | Buy |
+4,684
| New | +$228K | 0.02% | 679 |
|
|
2020
Q3 | – | Sell |
-8,819
| Closed | -$278K | – | 684 |
|
|
2020
Q2 | $278K | Buy |
8,819
+638
| +8% | +$19.3K | 0.03% | 524 |
|
|
2020
Q1 | $221K | Sell |
8,181
-329
| -4% | -$13.2K | 0.03% | 473 |
|
|
2019
Q4 | $402K | Hold |
8,510
| – | – | 0.04% | 396 |
|
|
2019
Q3 | $367K | Hold |
8,510
| – | – | 0.05% | 375 |
|
|
2019
Q2 | $369K | Hold |
8,510
| – | – | 0.05% | 393 |
|
|
2019
Q1 | $355K | Sell |
8,510
-75
| -0.9% | -$3.21K | 0.05% | 329 |
|
|
2018
Q4 | $321K | Sell |
8,585
-2,175
| -20% | -$92.2K | 0.06% | 310 |
|
|
2018
Q3 | $501K | Buy |
10,760
+1,000
| +10% | +$48.7K | 0.08% | 287 |
|
|
2018
Q2 | $460K | Hold |
9,760
| – | – | 0.1% | 257 |
|
|
2018
Q1 | $467K | Buy |
+9,760
| New | +$485K | 0.12% | 246 |
|
Other funds holding KBE
WBG
