Ae Wealth Management LLC Spdr S&P Bank ETF Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 203 shares of KBE stock, worth $10,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares
203
Previous 30 576.67%
Holding current value
$10,864
Previous $1,000 900.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$51.28 - $59.92 $8,871 - $10,366
173 Added 576.67%
203 $10,000
Q4 2024

Feb 13, 2025
BUY
$51.33 - $62.76 $1,539 - $1,882
30 New
30 $1,000
Q4 2023

Feb 14, 2024
BUY
$34.5 - $47.03 $82,248 - $112,119
2,384 Added 7.36%
34,793 $1.6 Million
Q3 2023

Oct 11, 2023
SELL
$35.66 - $42.33 $10,341 - $12,275
-290 Reduced 0.89%
32,409 $1.19 Million
Q2 2023

Jul 10, 2023
BUY
$31.9 - $38.23 $1.04 Million - $1.25 Million
32,699 New
32,699 $1.18 Million
Q4 2022

Jan 31, 2023
SELL
$43.77 - $49.99 $1,707 - $1,949
-39 Reduced 0.58%
6,722 $303,000
Q3 2022

Oct 25, 2022
SELL
$43.11 - $52.32 $898,886 - $1.09 Million
-20,851 Reduced 75.51%
6,761 $299,000
Q2 2022

Aug 03, 2022
SELL
$42.82 - $51.88 $9,163 - $11,102
-214 Reduced 0.77%
27,612 $1.21 Million
Q1 2022

Apr 18, 2022
BUY
$51.35 - $60.41 $840,445 - $988,730
16,367 Added 142.83%
27,826 $1.46 Million
Q4 2021

Jan 20, 2022
BUY
$51.57 - $57.89 $275,074 - $308,785
5,334 Added 87.09%
11,459 $625,000
Q3 2021

Nov 01, 2021
BUY
$47.2 - $53.65 $40,733 - $46,299
863 Added 16.4%
6,125 $324,000
Q2 2021

Jul 21, 2021
BUY
$49.93 - $55.46 $57,669 - $64,056
1,155 Added 28.12%
5,262 $270,000
Q1 2021

Apr 27, 2021
BUY
$41.41 - $55.06 $170,070 - $226,131
4,107 New
4,107 $213,000
Q4 2018

Feb 15, 2019
SELL
N/A
-4,535 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-3,396 Reduced 42.82%
4,535 $211,000
Q2 2018

Aug 15, 2018
SELL
N/A
-494 Reduced 5.86%
7,931 $374,000
Q1 2018

May 14, 2018
BUY
N/A
99 Added 1.19%
8,425 $403,000
Q4 2017

Feb 06, 2018
SELL
N/A
-10,065 Reduced 54.73%
8,326 $394,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,408 Added 8.29%
18,391 $829,000
Q2 2017

Aug 14, 2017
BUY
N/A
16,983
16,983 $739,000

Others Institutions Holding KBE

# of Institutions
299
Shares Held
20M
Call Options Held
1.81M
Put Options Held
3.53M
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email