Summit Financial, LLC Spdr S&P Bank ETF Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Summit Financial, LLC holds 11,046 shares of KBE stock, worth $632,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,046

Previous 11,046 -0.0%

Holding current value

$632,493

Previous $615,000 6.67%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$45.85 - $55.78 $57,954 - $70,505	-1,264 Reduced 10.27%	11,046 $615,000
Q1 2025 May 14, 2025	BUY	$51.28 - $59.92 $18,665 - $21,810	364 Added 3.05%	12,310 $651,000
Q4 2024 Feb 12, 2025	SELL	$51.33 - $62.76 $3,131 - $3,828	-61 Reduced 0.51%	11,946 $662,000
Q3 2024 Nov 12, 2024	SELL	$45.47 - $54.71 $1,000 - $1,203	-22 Reduced 0.18%	12,007 $635,000
Q2 2024 Jul 31, 2024	BUY	$43.05 - $47.93 $517,848 - $576,549	12,029 New	12,029 $558,000

Q2 2023 Aug 11, 2023	BUY	$31.9 - $38.23 $254,689 - $305,228	7,984 New	7,984 $287,000

Others Institutions Holding KBE

# of Institutions

304

Shares Held

18M

Call Options Held

1.91M

Put Options Held

3.27M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

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Summit Financial, LLC Spdr S&P Bank ETF Transaction History