Valley National Advisers’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
$29K Hold
528
﹤0.01% 439
2025
Q1
$27K Hold
528
﹤0.01% 450
2024
Q4
$29K Hold
528
0.01% 414
2024
Q3
$27K Hold
528
﹤0.01% 418
2024
Q2
$24K Hold
528
﹤0.01% 488
2024
Q1
$24K Hold
528
﹤0.01% 493
2023
Q4
$24K Buy
+528
New +$24K ﹤0.01% 512
2020
Q2
Sell
-1,329
Closed -$36K 815
2020
Q1
$36K Buy
+1,329
New +$36K 0.01% 314