Steward Partners Investment Advisory, LLC Spdr S&P Bank ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,505 shares of KBE stock, worth $438,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,505
Previous 9,483 0.23%
Holding current value
$438,465
Previous $436,000 2.52%
% of portfolio
0.0%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$42.85 - $47.1 $942 - $1,036
22 Added 0.23%
9,505 $447,000
Q4 2023

Feb 12, 2024
SELL
$34.5 - $47.03 $18,457 - $25,161
-535 Reduced 5.34%
9,483 $436,000
Q3 2023

Nov 13, 2023
SELL
$35.66 - $42.33 $14,228 - $16,889
-399 Reduced 3.83%
10,018 $369,000
Q2 2023

Aug 14, 2023
SELL
$31.9 - $38.23 $29,156 - $34,942
-914 Reduced 8.07%
10,417 $375,000
Q1 2023

May 15, 2023
SELL
$35.12 - $50.43 $13,275 - $19,062
-378 Reduced 3.23%
11,331 $420,000
Q4 2022

Feb 15, 2023
SELL
$43.77 - $49.99 $8,403 - $9,598
-192 Reduced 1.61%
11,709 $528,000
Q3 2022

Nov 10, 2022
SELL
N/A
-1,273 Reduced 9.66%
11,901 $527,000
Q2 2022

Aug 04, 2022
SELL
N/A
-1,235 Reduced 8.57%
13,174 $578,000
Q1 2022

May 02, 2022
BUY
N/A
990 Added 7.38%
14,409 $754,000
Q4 2021

Feb 08, 2022
BUY
N/A
64 Added 0.48%
13,419 $732,000
Q3 2021

Nov 12, 2021
SELL
N/A
-1,706 Reduced 11.33%
13,355 $707,000
Q2 2021

Aug 13, 2021
BUY
N/A
242 Added 1.63%
15,061 $773,000
Q1 2021

May 14, 2021
BUY
N/A
2,435 Added 19.66%
14,819 $0
Q4 2020

Feb 11, 2021
SELL
N/A
-753 Reduced 5.73%
12,384 $518,000
Q3 2020

Oct 30, 2020
SELL
N/A
-2,214 Reduced 14.42%
13,137 $387,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,299 Reduced 7.8%
15,351 $484,000
Q1 2020

Apr 29, 2020
SELL
N/A
-712 Reduced 4.1%
16,650 $448,000
Q4 2019

Jan 17, 2020
BUY
N/A
591 Added 3.52%
17,362 $821,000
Q3 2019

Oct 30, 2019
BUY
N/A
589 Added 3.64%
16,771 $723,000
Q2 2019

Jul 25, 2019
SELL
N/A
-36 Reduced 0.22%
16,182 $701,000
Q1 2019

Apr 30, 2019
SELL
N/A
-267 Reduced 1.62%
16,218 $677,000
Q4 2018

Jan 15, 2019
SELL
N/A
-9,541 Reduced 36.66%
16,485 $615,000
Q3 2018

Oct 23, 2018
BUY
N/A
1,134 Added 4.56%
26,026 $1.21 Million
Q2 2018

Jul 20, 2018
BUY
N/A
10,227 Added 69.74%
24,892 $1.17 Million
Q1 2018

Apr 20, 2018
BUY
N/A
10,203 Added 228.66%
14,665 $702,000
Q4 2017

Jan 19, 2018
BUY
N/A
3,419 Added 327.8%
4,462 $211,000
Q3 2017

Nov 22, 2017
BUY
N/A
43 Added 4.3%
1,043 $47,000
Q4 2016

Nov 22, 2017
BUY
N/A
1,000
1,000 $43,000

Others Institutions Holding KBE

# of Institutions
258
Shares Held
13.7M
Call Options Held
1.3M
Put Options Held
995K
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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