Great Valley Advisor Group, Inc. Spdr S&P Bank ETF Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 10,984 shares of KBE stock, worth $639,818. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,984

Previous 10,176 7.94%

Holding current value

$639,818

Previous $538,000 13.75%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.85 - $55.78 $37,046 - $45,070	808 Added 7.94%	10,984 $612,000
Q1 2025 May 08, 2025	BUY	$51.28 - $59.92 $171,839 - $200,791	3,351 Added 49.1%	10,176 $538,000
Q4 2024 Feb 24, 2025	SELL	$51.33 - $62.76 $20,532 - $25,104	-400 Reduced 5.54%	6,825 $378,000
Q3 2024 Nov 12, 2024	SELL	$45.47 - $54.71 $7,047 - $8,480	-155 Reduced 2.1%	7,225 $382,000
Q2 2024 Jul 16, 2024	SELL	$43.05 - $47.93 $3,917 - $4,361	-91 Reduced 1.22%	7,380 $342,000
Q1 2024 May 03, 2024	SELL	$42.85 - $47.1 $2,185 - $2,402	-51 Reduced 0.68%	7,471 $351,000
Q4 2023 Feb 05, 2024	BUY	$34.5 - $47.03 $15,145 - $20,646	439 Added 6.2%	7,522 $346,000
Q3 2023 Nov 06, 2023	BUY	$35.66 - $42.33 $49,959 - $59,304	1,401 Added 24.66%	7,083 $261,000
Q2 2023 Aug 10, 2023	BUY	$31.9 - $38.23 $181,255 - $217,222	5,682 New	5,682 $204,000

Others Institutions Holding KBE

# of Institutions

304

Shares Held

19.4M

Call Options Held

4.47M

Put Options Held

2.93M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Spdr S&P Bank ETF Transaction History