M Holdings Securities, Inc. Spdr S&P Bank ETF Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$34.5 - $47.03 $1.05 Million - $1.43 Million	-30,439 Closed	0 $0
Q3 2023 Feb 14, 2024	BUY	$35.66 - $42.33 $1.09 Million - $1.29 Million	30,439 New	30,439 $1.12 Million
Q1 2023 May 15, 2023	SELL	$35.12 - $50.43 $24,057 - $34,544	-685 Reduced 1.95%	34,452 $1.28 Million
Q4 2022 Feb 10, 2023	SELL	$43.77 - $49.99 $94,193 - $107,578	-2,152 Reduced 5.77%	35,137 $1.59 Million
Q3 2022 Nov 16, 2022	BUY	$43.11 - $52.32 $101,136 - $122,742	2,346 Added 6.71%	37,289 $1.65 Million
Q2 2022 Aug 16, 2022	BUY	$42.82 - $51.88 $202,624 - $245,496	4,732 Added 15.66%	34,943 $1.53 Million
Q1 2022 May 24, 2022	BUY	$51.35 - $60.41 $134,177 - $157,851	2,613 Added 9.47%	30,211 $1.58 Million
Q2 2021 Aug 19, 2021	BUY	$49.93 - $55.46 $97,513 - $108,313	1,953 Added 7.62%	27,598 $1.42 Million
Q1 2021 May 12, 2021	SELL	$41.41 - $55.06 $915,740 - $1.22 Million	-22,114 Reduced 46.3%	25,645 $1.33 Million
Q4 2020 Feb 26, 2021	BUY	$29.74 - $41.82 $298,351 - $419,538	10,032 Added 26.59%	47,759 $2 Million
Q3 2020 Nov 16, 2020	BUY	$28.21 - $33.84 $1.06 Million - $1.28 Million	37,727 New	37,727 $1.11 Million

Others Institutions Holding KBE

# of Institutions

255

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.