Forum Financial Management, LP Spdr S&P Bank ETF Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 17,009 shares of KBE stock, worth $965,430. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,009
Previous 16,983 0.15%
Holding current value
$965,430
Previous $899,000 5.45%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$45.85 - $55.78 $1,192 - $1,450
26 Added 0.15%
17,009 $948,000
Q1 2025

May 02, 2025
BUY
$51.28 - $59.92 $205 - $239
4 Added 0.02%
16,983 $899,000
Q4 2024

Feb 13, 2025
BUY
$51.33 - $62.76 $871,532 - $1.07 Million
16,979 New
16,979 $941,000

Others Institutions Holding KBE

# of Institutions
292
Shares Held
19.1M
Call Options Held
1.81M
Put Options Held
3.62M
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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