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Total Wealth Planning & Management’s SPDR S&P Bank ETF KBE Stock Holding History

Total Wealth Planning & Management’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$482K Hold
8,637
– – 0.39% 76
2025
Q1 		$457K Buy
8,637
+582
+7% +$30.8K 0.43% 73
2024
Q4 		$447K Buy
+8,055
New +$447K 0.41% 68