A detailed history of Sovereign Financial Group, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,686 shares of KBE stock, worth $211,060. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,686
Previous 3,685 0.03%
Holding current value
$211,060
Previous $218,000 3.21%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$55.09 - $59.63 $55 - $59
1 Added 0.03%
3,686 $211,000
Q3 2025

Oct 17, 2025

BUY
$55.26 - $61.99 $55 - $61
1 Added 0.03%
3,685 $218,000
Q2 2025

Jul 25, 2025

SELL
$45.85 - $55.78 $11,508 - $14,000
-251 Reduced 6.38%
3,684 $205,000
Q1 2025

Apr 11, 2025

BUY
$51.28 - $59.92 $51 - $59
1 Added 0.03%
3,935 $206,000
Q4 2024

Jan 14, 2025

BUY
$51.33 - $62.76 $51 - $62
1 Added 0.03%
3,934 $218,000
Q3 2024

Oct 08, 2024

BUY
$45.47 - $54.71 $178,833 - $215,174
3,933 New
3,933 $208,000

Others Institutions Holding KBE

About SPDR S&P BANK ETF


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