Heritage Wealth Advisors Spdr S&P Bank ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,604 shares of KBE stock, worth $210,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,604

Previous 3,604 -0.0%

Holding current value

$210,942

Previous $167,000 13.77%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$43.05 - $47.93 $154,248 - $171,733	3,583 Added 17061.9%	3,604 $167,000
Q1 2024 Dec 12, 2024	SELL	$42.85 - $47.1 $26,352 - $28,966	-615 Reduced 14.58%	3,604 $169,000
Q1 2024 May 08, 2024	SELL	$42.85 - $47.1 $179,884 - $197,725	-4,198 Reduced 99.5%	21 $0
Q2 2023 Dec 12, 2024	BUY	$31.9 - $38.23 $19,618 - $23,511	615 Added 17.06%	4,219 $151,000
Q1 2023 May 04, 2023	SELL	$35.12 - $50.43 $185,082 - $265,766	-5,270 Reduced 55.54%	4,219 $156,000
Q3 2022 Dec 12, 2024	BUY	$43.11 - $52.32 $253,702 - $307,903	5,885 Added 163.29%	9,489 $420,000
Q1 2022 May 11, 2022	SELL	$51.35 - $60.41 $1.4 Million - $1.65 Million	-27,341 Reduced 74.24%	9,489 $497,000
Q3 2021 Nov 02, 2021	SELL	$47.2 - $53.65 $688,884 - $783,021	-14,595 Reduced 28.38%	36,830 $0
Q4 2020 Feb 01, 2021	BUY	$29.74 - $41.82 $1.53 Million - $2.15 Million	51,425 New	51,425 $2.15 Million

Others Institutions Holding KBE

# of Institutions

266

Shares Held

14.8M

Call Options Held

1.72M

Put Options Held

3.47M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Spdr S&P Bank ETF Transaction History