Capital Advisory Group Advisory Services, LLC Spdr S&P Bank ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 May 28, 2020	SELL	$42.71 - $44.45 $4,100 - $4,267	-96 Closed	0 $0
Q4 2018 May 28, 2020	SELL	N/A	-33 Reduced 25.58%	96 $4,000
Q2 2018 May 28, 2020	SELL	N/A	-13,456 Reduced 99.05%	129 $7,000
Q1 2018 May 28, 2020	BUY	N/A	13,585 New	13,585 $653,000

Others Institutions Holding KBE

# of Institutions

257

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

Goldman Sachs Group Inc New York, NY

3.08M
Shares

$191 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$101 Million
0.01% of portfolio
Citigroup Inc

1.34M
Shares

$83.1 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

720K
Shares

$44.6 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

425K
Shares

$26.4 Million
1.01% of portfolio

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About SPDR S&P BANK ETF

Ticker KBE
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