Baltimore Washington Financial Advisors, Inc. Spdr S&P Bank ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$42.82 - $51.88 $69,582 - $84,305	-1,625 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$51.35 - $60.41 $83,443 - $98,166	1,625 New	1,625 $232,000
Q1 2020 Apr 28, 2020	SELL	$23.13 - $47.39 $103,946 - $212,970	-4,494 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$41.05 - $48.02 $184,478 - $215,801	4,494 New	4,494 $212,000

Others Institutions Holding KBE

# of Institutions

255

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

Goldman Sachs Group Inc New York, NY

3.08M
Shares

$185 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$98 Million
0.01% of portfolio
Citigroup Inc

1.34M
Shares

$80.3 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

720K
Shares

$43.2 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

425K
Shares

$25.5 Million
1.01% of portfolio

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About SPDR S&P BANK ETF

Ticker KBE
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