Spire 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 Q2	$132K	Sell	1,930 -1,595	-45%	-$102K	﹤0.01%	908
2026 Q1	$210K	Buy	3,525 +1,406	+66%	+$87.5K	0.01%	764
2025 Q4	$129K	Sell	2,119 -2,597	-55%	-$153K	﹤0.01%	920
2025 Q3	$280K	Sell	4,716 -373	-7%	-$22K	0.01%	693
2025 Q2	$284K	Sell	5,089 -59	-1%	-$3.07K	0.01%	667
2025 Q1	$273K	Buy	5,148 +18	+0.4%	+$1.01K	0.01%	741
2024 Q4	$285K	Sell	5,130 -2,550	-33%	-$146K	0.01%	722
2024 Q3	$406K	Buy	7,680 +4,045	+111%	+$207K	0.01%	562
2024 Q2	$169K	Sell	3,635 -31	-0.8%	-$1.41K	0.01%	753
2024 Q1	$173K	Sell	3,666 -4,159	-53%	-$187K	﹤0.01%	811
2023 Q4	$354K	Buy	7,825 +1,807	+30%	+$71.5K	0.01%	599
2023 Q3	$222K	Buy	6,018 +2,990	+99%	+$116K	0.01%	687
2023 Q2	$109K	Hold	3,028	–	–	﹤0.01%	944
2023 Q1	$112K	Buy	3,028 +1,135	+60%	+$51K	﹤0.01%	936
2022 Q4	$85K	Sell	1,893 -1,593	-46%	-$74.8K	﹤0.01%	796
2022 Q3	$154K	Buy	3,486 +993	+40%	+$47.2K	0.01%	592
2022 Q2	$109K	Sell	2,493 -1,378	-36%	-$65.5K	﹤0.01%	1004
2022 Q1	$203K	Hold	3,871	–	–	0.01%	892
2021 Q4	$211K	Buy	3,871 +3,328	+613%	+$184K	﹤0.01%	1067
2021 Q3	$29K	Sell	543 -43	-7%	-$2.18K	﹤0.01%	1705
2021 Q2	$30K	Hold	586	–	–	﹤0.01%	1705
2021 Q1	$26K	Buy	+586	New	+$28.6K	﹤0.01%	2046