TLWM Financial’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	–	Sell	-323,717	Closed	-$17.1M	–	73
2025 Q1	$17.1M	Buy	323,717 +1,538	+0.5%	+$81.5K	3.43%	10
2024 Q4	$17.9M	Buy	+322,179	New	+$17.9M	3.52%	11