Spire Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
5,089
-59
| -1% | -$3.29K | 0.01% | 667 |
|
|
2025
Q1 | $273K | Buy |
5,148
+18
| +0.4% | +$953 | 0.01% | 741 |
|
|
2024
Q4 | $285K | Sell |
5,130
-2,550
| -33% | -$141K | 0.01% | 722 |
|
|
2024
Q3 | $406K | Buy |
7,680
+4,045
| +111% | +$214K | 0.01% | 562 |
|
|
2024
Q2 | $169K | Sell |
3,635
-31
| -0.8% | -$1.44K | 0.01% | 753 |
|
|
2024
Q1 | $173K | Sell |
3,666
-4,159
| -53% | -$196K | ﹤0.01% | 811 |
|
|
2023
Q4 | $354K | Buy |
7,825
+1,807
| +30% | +$81.8K | 0.01% | 599 |
|
|
2023
Q3 | $222K | Buy |
6,018
+2,990
| +99% | +$110K | 0.01% | 687 |
|
|
2023
Q2 | $109K | Hold |
3,028
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $112K | Buy |
3,028
+1,135
| +60% | +$42.1K | ﹤0.01% | 936 |
|
|
2022
Q4 | $85K | Sell |
1,893
-1,593
| -46% | -$71.5K | ﹤0.01% | 796 |
|
|
2022
Q3 | $154K | Buy |
3,486
+993
| +40% | +$43.9K | 0.01% | 592 |
|
|
2022
Q2 | $109K | Sell |
2,493
-1,378
| -36% | -$60.2K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $203K | Hold |
3,871
| – | – | 0.01% | 892 |
|
|
2021
Q4 | $211K | Buy |
3,871
+3,328
| +613% | +$181K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $29K | Sell |
543
-43
| -7% | -$2.3K | ﹤0.01% | 1705 |
|
|
2021
Q2 | $30K | Hold |
586
| – | – | ﹤0.01% | 1705 |
|
|
2021
Q1 | $26K | Buy |
+586
| New | +$26K | ﹤0.01% | 2046 |
|