Marshall Financial Group LLC Spdr S&P Bank ETF Transaction History

Marshall Financial Group LLC

$344 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	N/A	-5,165 Closed	0 $0
Q1 2022 May 10, 2022	SELL	N/A	-200 Reduced 3.73%	5,165 $270,000
Q4 2021 Jan 27, 2022	BUY	N/A	5,365 New	5,365 $293,000

Others Institutions Holding KBE

# of Institutions

258

Shares Held

13.7M

Call Options Held

1.3M

Put Options Held

995K

Goldman Sachs Group Inc New York, NY

3.73M
Shares

$172 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$73.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$38.2 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

432K
Shares

$19.9 Million
0.98% of portfolio
Flagship Harbor Advisors, LLC

385K
Shares

$17.8 Million
1.19% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
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