Wealthspire Advisors (New York)’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	–	Sell	-6,584	Closed	-$349K	–	863
2025 Q1	$349K	Sell	6,584 -2,247	-25%	-$119K	﹤0.01%	604
2024 Q4	$490K	Buy	+8,831	New	+$490K	﹤0.01%	519
2019 Q1	–	Sell	-2,985	Closed	-$111K	–	443
2018 Q4	$111K	Buy	+2,985	New	+$111K	0.01%	103