Big Sur Wealth Management LLC Spdr S&P Bank ETF Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 12,325 shares of KBE stock, worth $656,799. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,325
Previous 12,325 -0.0%
Holding current value
$656,799
Previous $651,000 4.92%
% of portfolio
0.2%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$45.47 - $54.71 $31,829 - $38,297
700 Added 6.02%
12,325 $651,000
Q2 2024

Jul 22, 2024
SELL
$43.05 - $47.93 $30,134 - $33,551
-700 Reduced 5.68%
11,625 $539,000
Q4 2023

Feb 12, 2024
BUY
$34.5 - $47.03 $24,150 - $32,921
700 Added 6.02%
12,325 $567,000
Q2 2023

Aug 14, 2023
SELL
$31.9 - $38.23 $31,900 - $38,230
-1,000 Reduced 7.92%
11,625 $418,000
Q2 2021

Jul 29, 2021
BUY
$49.93 - $55.46 $184,741 - $205,202
3,700 Added 41.46%
12,625 $648,000
Q4 2020

Jan 22, 2021
SELL
$29.74 - $41.82 $252,046 - $354,424
-8,475 Reduced 48.71%
8,925 $373,000
Q2 2020

Jul 31, 2020
SELL
$24.45 - $37.85 $366,750 - $567,750
-15,000 Reduced 46.3%
17,400 $549,000
Q1 2020

May 05, 2020
SELL
$23.13 - $47.39 $92,520 - $189,560
-4,000 Reduced 10.99%
32,400 $874,000
Q4 2019

Jan 30, 2020
SELL
$41.05 - $48.02 $246,299 - $288,120
-6,000 Reduced 14.15%
36,400 $1.72 Million
Q3 2018

Oct 23, 2018
BUY
N/A
17,000 Added 66.93%
42,400 $1.98 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-200 Reduced 0.78%
25,400 $1.2 Million
Q1 2018

May 03, 2018
BUY
N/A
2,200 Added 9.4%
25,600 $1.23 Million
Q4 2017

Feb 01, 2018
BUY
N/A
200 Added 0.86%
23,400 $1.11 Million
Q2 2017

Aug 14, 2017
BUY
N/A
23,200
23,200 $1.01 Million

Others Institutions Holding KBE

# of Institutions
303
Shares Held
24.4M
Call Options Held
705K
Put Options Held
6.21M
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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