Toth Financial Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Toth Financial Advisory’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.8K	Buy	1,155 +15	+1%	+$961	0.01%	327
2026 Q1	$67.9K	Sell	1,140 -550	-33%	-$34.2K	0.01%	323
2025 Q4	$103K	Hold	1,690	–	–	0.01%	262
2025 Q3	$100K	Hold	1,690	–	–	0.01%	265
2025 Q2	$94.2K	Hold	1,690	–	–	0.01%	249
2025 Q1	$89.5K	Hold	1,690	–	–	0.01%	249
2024 Q4	$93.7K	Hold	1,690	–	–	0.01%	245
2024 Q3	$89.4K	Sell	1,690 -3,600	-68%	-$184K	0.01%	240
2024 Q2	$245K	Sell	5,290 -100	-2%	-$4.55K	0.03%	192
2024 Q1	$254K	Hold	5,390	–	–	0.03%	191
2023 Q4	$248K	Buy	5,390 +590	+12%	+$23.3K	0.03%	199
2023 Q3	$177K	Buy	4,800 +400	+9%	+$15.6K	0.03%	198
2023 Q2	$158K	Sell	4,400 -18,100	-80%	-$645K	0.02%	208
2023 Q1	$834K	Buy	22,500 +450	+2%	+$20.2K	0.13%	123
2022 Q4	$996K	Hold	22,050	–	–	0.16%	106
2022 Q3	$977K	Buy	22,050 +500	+2%	+$23.8K	0.18%	105
2022 Q2	$946K	Hold	21,550	–	–	0.16%	109
2022 Q1	$1.13M	Sell	21,550 -101	-0.5%	-$5.64K	0.17%	109
2021 Q4	$1.18M	Sell	21,651 -178	-0.8%	-$9.86K	0.16%	113
2021 Q3	$1.16M	Buy	21,829 +1,051	+5%	+$53.4K	0.18%	107
2021 Q2	$1.07M	Buy	20,778 +501	+2%	+$26.7K	0.16%	110
2021 Q1	$1.05M	Buy	20,277 +251	+1%	+$12.2K	0.17%	109
2020 Q4	$837K	Buy	+20,026	New	+$742K	0.14%	116
2018 Q4	–	Sell	-86,825	Closed	-$4.04M	–	440
2018 Q3	$4.04M	Sell	86,825 -4,619	-5%	-$225K	0.9%	45
2018 Q2	$4.31M	Sell	91,444 -14,513	-14%	-$709K	1.01%	40
2018 Q1	$5.07M	Buy	105,957 +4,935	+5%	+$245K	1.23%	29
2017 Q4	$4.78M	Buy	101,022 +2,065	+2%	+$95K	1.14%	34
2017 Q3	$4.46M	Buy	98,957 +22,792	+30%	+$977K	1.13%	38
2017 Q2	$3.31M	Sell	76,165 -8,430	-10%	-$358K	0.87%	50
2017 Q1	$3.64M	Buy	84,595 +23,292	+38%	+$1.03M	0.97%	44
2016 Q4	$2.67M	Buy	61,303 +15,121	+33%	+$584K	0.77%	52
2016 Q3	$1.54M	Sell	46,182 -970	-2%	-$31.5K	0.45%	65
2016 Q2	$1.44M	Sell	47,152 -4,419	-9%	-$140K	0.44%	64
2016 Q1	$1.57M	Sell	51,571 -14,645	-22%	-$434K	0.51%	59
2015 Q4	$2.24M	Buy	66,216 +6,611	+11%	+$230K	0.74%	54
2015 Q3	$1.98M	Buy	59,605 +12,482	+26%	+$436K	0.73%	53
2015 Q2	$1.71M	Buy	47,123 +8,479	+22%	+$297K	0.57%	56
2015 Q1	$1.29M	Buy	38,644 +15,956	+70%	+$519K	0.43%	58
2014 Q4	$761K	Buy	22,688 +2,886	+15%	+$94.1K	0.26%	70
2014 Q3	$632K	Sell	19,802 -148	-0.7%	-$4.81K	0.24%	77
2014 Q2	$667K	Sell	19,950 -464	-2%	-$15.1K	0.25%	73
2014 Q1	$695K	Buy	20,414 +5,066	+33%	+$167K	0.28%	68
2013 Q4	$509K	Buy	15,348 +2,191	+17%	+$69.6K	0.22%	76
2013 Q3	$395K	Buy	+13,157	New	+$403K	0.19%	82