Stratos Wealth Partners’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 | $261K | Buy |
4,382
+35
| +0.8% | +$2.18K | ﹤0.01% | 1401 |
|
|
2025
Q4 | $264K | Sell |
4,347
-113
| -3% | -$6.66K | ﹤0.01% | 1359 |
|
|
2025
Q3 | $265K | Buy |
4,460
+488
| +12% | +$28.8K | ﹤0.01% | 1316 |
|
|
2025
Q2 | $221K | Buy |
+3,972
| New | +$207K | ﹤0.01% | 1288 |
|
|
2025
Q1 | – | Sell |
-4,034
| Closed | -$224K | – | 1447 |
|
|
2024
Q4 | $224K | Sell |
4,034
-66
| -2% | -$3.77K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $217K | Sell |
4,100
-2,439
| -37% | -$125K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $303K | Buy |
+6,539
| New | +$298K | ﹤0.01% | 1084 |
|
|
2024
Q1 | – | Sell |
-20,361
| Closed | -$937K | – | 1430 |
|
|
2023
Q4 | $937K | Buy |
+20,361
| New | +$806K | 0.02% | 655 |
|
|
2022
Q4 | – | Sell |
-4,521
| Closed | -$200K | – | 1166 |
|
|
2022
Q3 | $200K | Buy |
+4,521
| New | +$215K | 0.01% | 1025 |
|
|
2022
Q2 | – | Sell |
-9,390
| Closed | -$492K | – | 1249 |
|
|
2022
Q1 | $492K | Buy |
9,390
+220
| +2% | +$12.3K | 0.01% | 820 |
|
|
2021
Q4 | $500K | Buy |
9,170
+863
| +10% | +$47.8K | 0.01% | 811 |
|
|
2021
Q3 | $440K | Buy |
8,307
+330
| +4% | +$16.8K | 0.01% | 801 |
|
|
2021
Q2 | $409K | Buy |
7,977
+1,179
| +17% | +$62.9K | 0.01% | 846 |
|
|
2021
Q1 | $353K | Buy |
+6,798
| New | +$331K | 0.01% | 830 |
|
|
2019
Q2 | – | Sell |
-5,997
| Closed | -$250K | – | 977 |
|
|
2019
Q1 | $250K | Buy |
5,997
+48
| +0.8% | +$2.06K | 0.01% | 781 |
|
|
2018
Q4 | $222K | Sell |
5,949
-1,429
| -19% | -$60.6K | 0.01% | 765 |
|
|
2018
Q3 | $344K | Buy |
7,378
+2,816
| +62% | +$137K | 0.02% | 660 |
|
|
2018
Q2 | $215K | Sell |
4,562
-4,414
| -49% | -$216K | 0.01% | 872 |
|
|
2018
Q1 | $430K | Buy |
8,976
+3,198
| +55% | +$159K | 0.02% | 595 |
|
|
2017
Q4 | $274K | Sell |
5,778
-1,314
| -19% | -$60.4K | 0.01% | 741 |
|
|
2017
Q3 | $320K | Sell |
7,092
-82
| -1% | -$3.52K | 0.02% | 658 |
|
|
2017
Q2 | $312K | Buy |
7,174
+1,124
| +19% | +$47.8K | 0.02% | 621 |
|
|
2017
Q1 | $260K | Buy |
+6,050
| New | +$266K | 0.01% | 617 |
|
Other funds holding KBE
WBG
