Summit Financial, LLC Spdr S&P Bank ETF Transaction History

Summit Financial, LLC

$1.68 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$31.9 - $38.23 $254,689 - $305,228	7,984 New	7,984 $287,000

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

$170 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$72.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$37.7 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

432K
Shares

$19.6 Million
0.98% of portfolio
Flagship Harbor Advisors, LLC

385K
Shares

$17.5 Million
1.19% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
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