Global Wealth Management Investment Advisory, Inc. Spdr S&P Bank ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$49.93 - $55.46 $9,336 - $10,371	-187 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$41.41 - $55.06 $7,743 - $10,296	187 New	187 $10,000

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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