ProVise Management Group’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 | $12.4M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $8.85M | Buy |
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|
2024
Q1 | $8.71M | Buy |
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|
2023
Q4 | $7.79M | Buy |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $8.49M | Buy |
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|
2022
Q4 | $9.69M | Buy |
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|
2022
Q3 | $9.01M | Buy |
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|
2022
Q2 | $8.43M | Buy |
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|
2022
Q1 | $9.12M | Buy |
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|
2021
Q4 | $8.22M | Buy |
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|
2021
Q3 | $6.92M | Buy |
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|
2021
Q2 | $5.16M | Buy |
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|
2021
Q1 | $4.01M | Buy |
|