High Mark Wealth Management LLC Spdr S&P Bank ETF Transaction History

High Mark Wealth Management LLC

$182 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$34.5 - $47.03 $690 - $940	20 Added 0.75%	2,675 $123,000
Q3 2023 Oct 18, 2023	SELL	$35.66 - $42.33 $4,136 - $4,910	-116 Reduced 4.19%	2,655 $97,000
Q2 2023 Jul 26, 2023	BUY	$31.9 - $38.23 $733 - $879	23 Added 0.84%	2,771 $99,000
Q1 2023 Apr 20, 2023	BUY	$35.12 - $50.43 $5,584 - $8,018	159 Added 6.14%	2,748 $101,000
Q4 2022 Feb 01, 2023	BUY	$43.77 - $49.99 $1,050 - $1,199	24 Added 0.94%	2,589 $116,000
Q3 2022 Oct 21, 2022	BUY	$43.11 - $52.32 $646 - $784	15 Added 0.59%	2,565 $114,000
Q2 2022 Jul 19, 2022	BUY	$42.82 - $51.88 $727 - $881	17 Added 0.67%	2,550 $112,000
Q1 2022 Apr 25, 2022	BUY	$51.35 - $60.41 $821 - $966	16 Added 0.64%	2,533 $133,000
Q4 2021 Jan 20, 2022	BUY	$51.57 - $57.89 $129,801 - $145,709	2,517 New	2,517 $137,000

Others Institutions Holding KBE

# of Institutions

257

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

About SPDR S&P BANK ETF

Ticker KBE
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