Strategic Wealth Advisors Group, LLC Spdr S&P Bank ETF Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 12,451 shares of KBE stock, worth $687,793. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,451

Previous 53,999 76.94%

Holding current value

$687,793

Previous $2.37 Million 76.74%

% of portfolio

0.02%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$43.11 - $52.32 $1.79 Million - $2.17 Million	-41,548 Reduced 76.94%	12,451 $551,000
Q2 2022 Aug 12, 2022	SELL	$42.82 - $51.88 $1,884 - $2,282	-44 Reduced 0.08%	53,999 $2.37 Million
Q1 2022 May 10, 2022	BUY	$51.35 - $60.41 $38,820 - $45,669	756 Added 1.42%	54,043 $2.83 Million
Q4 2021 Feb 16, 2022	BUY	$51.57 - $57.89 $323,704 - $363,375	6,277 Added 13.35%	53,287 $2.91 Million
Q3 2021 Nov 17, 2021	SELL	$47.2 - $53.65 $35,116 - $39,915	-744 Reduced 1.56%	47,010 $2.49 Million
Q2 2021 Aug 10, 2021	BUY	$49.93 - $55.46 $25,713 - $28,561	515 Added 1.09%	47,754 $2.45 Million
Q1 2021 May 07, 2021	BUY	$41.41 - $55.06 $10,021 - $13,324	242 Added 0.51%	47,239 $2.45 Million
Q4 2020 Feb 12, 2021	BUY	$29.74 - $41.82 $1.4 Million - $1.97 Million	46,997 New	46,997 $1.97 Million
Q3 2019 Nov 04, 2019	SELL	$42.71 - $44.45 $454,135 - $472,636	-10,633 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-6,201 Reduced 36.84%	10,633 $464,000
Q1 2019 May 02, 2019	SELL	N/A	-355 Reduced 2.07%	16,834 $0
Q4 2018 Feb 12, 2019	BUY	N/A	2,582 Added 17.68%	17,189 $686,000
Q3 2018 Nov 07, 2018	BUY	N/A	14,607 New	14,607 $641,000
Q2 2018 Sep 17, 2018	SELL	N/A	-18,706 Closed	0 $0
Q1 2018 May 08, 2018	SELL	N/A	-167 Reduced 0.88%	18,706 $895,000
Q4 2017 Mar 08, 2018	BUY	N/A	18,873	18,873 $893,000

Others Institutions Holding KBE

# of Institutions

257

Shares Held

13.7M

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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Strategic Wealth Advisors Group, LLC Spdr S&P Bank ETF Transaction History