Bogart Wealth, LLC Spdr S&P Bank ETF Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 200 shares of KBE stock, worth $10,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$10,504

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$51.33 - $62.76 $10,266 - $12,552	200 New	200 $11,000

Others Institutions Holding KBE

# of Institutions

303

Shares Held

24.4M

Call Options Held

705K

Put Options Held

6.21M

Castlekeep Investment Advisors LLC Westport, CT

5.04M
Shares

$265 Million
0.7% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$181 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$121 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$67.3 Million
0.01% of portfolio
Harel Insurance Investments & Financial Services Ltd.

1.17M
Shares

$61.4 Million
1.06% of portfolio

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

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