SWM
Segment Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Hold |
32,690
| – | – | 0.12% | 112 |
|
|
2025
Q1 | $1.73M | Hold |
32,690
| – | – | 0.12% | 105 |
|
|
2024
Q4 | $1.81M | Hold |
32,690
| – | – | 0.12% | 102 |
|
|
2024
Q3 | $1.73M | Hold |
32,690
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $1.52M | Hold |
32,690
| – | – | 0.11% | 114 |
|
|
2024
Q1 | $1.54M | Hold |
32,690
| – | – | 0.12% | 115 |
|
|
2023
Q4 | $1.5M | Buy |
+32,690
| New | +$1.5M | 0.13% | 109 |
|