A detailed history of Integrated Wealth Concepts LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 37,014 shares of KBE stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,014
Previous 40,630 8.9%
Holding current value
$2.08 Million
Previous $1.88 Million 3.87%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$45.47 - $54.71 $164,419 - $197,831
-3,616 Reduced 8.9%
37,014 $1.96 Million
Q2 2024

Aug 14, 2024

BUY
$43.05 - $47.93 $1.29 Million - $1.44 Million
29,973 Added 281.25%
40,630 $1.88 Million
Q1 2024

May 15, 2024

BUY
$42.85 - $47.1 $7,027 - $7,724
164 Added 1.56%
10,657 $501,000
Q4 2023

Feb 13, 2024

BUY
$34.5 - $47.03 $80,868 - $110,238
2,344 Added 28.76%
10,493 $482,000
Q3 2023

Nov 15, 2023

SELL
$35.66 - $42.33 $5,206 - $6,180
-146 Reduced 1.76%
8,149 $300,000
Q2 2023

Aug 15, 2023

SELL
$31.9 - $38.23 $11,707 - $14,030
-367 Reduced 4.24%
8,295 $298,000
Q1 2023

May 03, 2023

BUY
$35.12 - $50.43 $304,209 - $436,824
8,662 New
8,662 $321,000
Q3 2022

Nov 14, 2022

SELL
$43.11 - $52.32 $68,588 - $83,241
-1,591 Reduced 25.69%
4,603 $204,000
Q2 2022

Aug 08, 2022

SELL
$42.82 - $51.88 $937,115 - $1.14 Million
-21,885 Reduced 77.94%
6,194 $272,000
Q1 2022

May 12, 2022

SELL
$51.35 - $60.41 $253,925 - $298,727
-4,945 Reduced 14.97%
28,079 $1.47 Million
Q4 2021

Feb 15, 2022

BUY
$51.57 - $57.89 $1.39 Million - $1.56 Million
26,996 Added 447.84%
33,024 $1.8 Million
Q3 2021

Nov 15, 2021

SELL
$47.2 - $53.65 $418,050 - $475,178
-8,857 Reduced 59.5%
6,028 $319,000
Q2 2021

Aug 13, 2021

BUY
$49.93 - $55.46 $304,722 - $338,472
6,103 Added 69.49%
14,885 $764,000
Q1 2021

May 13, 2021

BUY
$41.41 - $55.06 $363,662 - $483,536
8,782 New
8,782 $456,000

Others Institutions Holding KBE

About SPDR S&P BANK ETF


  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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