Northwestern Mutual 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 | $736K | Sell |
12,358
-13,303
| -52% | -$828K | ﹤0.01% | 1436 |
|
|
2025
Q4 | $1.56M | Buy |
25,661
+4,274
| +20% | +$252K | ﹤0.01% | 1135 |
|
|
2025
Q3 | $1.27M | Buy |
21,387
+2,132
| +11% | +$126K | ﹤0.01% | 1154 |
|
|
2025
Q2 | $1.07M | Buy |
19,255
+276
| +1% | +$14.4K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $1.01M | Buy |
18,979
+11,931
| +169% | +$669K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $391K | Buy |
7,048
+3,825
| +119% | +$218K | ﹤0.01% | 1409 |
|
|
2024
Q3 | $170K | Buy |
3,223
+19
| +0.6% | +$973 | ﹤0.01% | 1687 |
|
|
2024
Q2 | $149K | Sell |
3,204
-20
| -0.6% | -$911 | ﹤0.01% | 1668 |
|
|
2024
Q1 | $152K | Buy |
3,224
+186
| +6% | +$8.35K | ﹤0.01% | 1656 |
|
|
2023
Q4 | $140K | Sell |
3,038
-545
| -15% | -$21.6K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $132K | Sell |
3,583
-318
| -8% | -$12.4K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $140K | Sell |
3,901
-483
| -11% | -$17.2K | ﹤0.01% | 1598 |
|
|
2023
Q1 | $163K | Buy |
4,384
+705
| +19% | +$31.7K | ﹤0.01% | 1519 |
|
|
2022
Q4 | $166K | Sell |
3,679
-590
| -14% | -$27.7K | ﹤0.01% | 1472 |
|
|
2022
Q3 | $189K | Sell |
4,269
-3,150
| -42% | -$150K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $326K | Sell |
7,419
-774
| -9% | -$36.8K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $429K | Buy |
8,193
+3,267
| +66% | +$182K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $269K | Sell |
4,926
-2,094
| -30% | -$116K | ﹤0.01% | 1309 |
|
|
2021
Q3 | $372K | Sell |
7,020
-405
| -5% | -$20.6K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $381K | Buy |
7,425
+2,028
| +38% | +$108K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $280K | Buy |
5,397
+951
| +21% | +$46.3K | ﹤0.01% | 1120 |
|
|
2020
Q4 | $186K | Sell |
4,446
-2,551
| -36% | -$94.5K | ﹤0.01% | 1165 |
|
|
2020
Q3 | $206K | Buy |
6,997
+59
| +0.9% | +$1.84K | ﹤0.01% | 1019 |
|
|
2020
Q2 | $219K | Sell |
6,938
-1,553
| -18% | -$46.9K | ﹤0.01% | 933 |
|
|
2020
Q1 | $229K | Sell |
8,491
-52,527
| -86% | -$2.1M | ﹤0.01% | 840 |
|
|
2019
Q4 | $2.89M | Buy |
61,018
+60,234
| +7,683% | +$2.73M | 0.01% | 339 |
|
|
2019
Q3 | $34K | Sell |
784
-1,245
| -61% | -$53.1K | ﹤0.01% | 1539 |
|
|
2019
Q2 | $88K | Hold |
2,029
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q1 | $85K | Sell |
2,029
-122
| -6% | -$5.23K | ﹤0.01% | 1154 |
|
|
2018
Q4 | $80K | Buy |
2,151
+333
| +18% | +$14.1K | ﹤0.01% | 1068 |
|
|
2018
Q3 | $85K | Buy |
1,818
+190
| +12% | +$9.26K | ﹤0.01% | 1098 |
|
|
2018
Q2 | $77K | Sell |
1,628
-11,610
| -88% | -$567K | ﹤0.01% | 1085 |
|
|
2018
Q1 | $634K | Buy |
13,238
+1,883
| +17% | +$93.6K | ﹤0.01% | 476 |
|
|
2017
Q4 | $538K | Sell |
11,355
-2,545
| -18% | -$117K | ﹤0.01% | 500 |
|
|
2017
Q3 | $627K | Sell |
13,900
-1,685
| -11% | -$72.2K | ﹤0.01% | 437 |
|
|
2017
Q2 | $678K | Sell |
15,585
-1,524
| -9% | -$64.8K | 0.01% | 420 |
|
|
2017
Q1 | $735K | Buy |
17,109
+7
| +0% | +$308 | 0.01% | 387 |
|
|
2016
Q4 | $743K | Buy |
+17,102
| New | +$661K | 0.01% | 373 |
|
|
2016
Q3 | – | Sell |
-75,740
| Closed | -$2.31M | – | 893 |
|
|
2016
Q2 | $2.31M | Buy |
75,740
+75,154
| +12,825% | +$2.38M | 0.03% | 222 |
|
|
2016
Q1 | $18K | Buy |
586
+323
| +123% | +$9.58K | ﹤0.01% | 1229 |
|
|
2015
Q4 | $9K | Buy |
+263
| New | +$9.15K | ﹤0.01% | 1189 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$10K | – | 1402 |
|
|
2014
Q2 | $10K | Buy |
+300
| New | +$9.78K | ﹤0.01% | 905 |
|
|
2013
Q4 | – | Sell |
-354
| Closed | -$11K | – | 1476 |
|
|
2013
Q3 | $11K | Buy |
+354
| New | +$10.8K | ﹤0.01% | 855 |
|
Other funds holding KBE
WBG
