Wealthsource Partners, LLC Spdr S&P Bank ETF Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 16, 2018	BUY	N/A	49,285 New	49,285 $2.12 Million
Q3 2017 Nov 20, 2017	SELL	N/A	-52,015 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	52,015	52,015 $2.26 Million

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
Industry ETFs

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