Welch Capital Partners LLC Spdr S&P Bank ETF Transaction History

Welch Capital Partners LLC

$447 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 08, 2019	SELL	N/A	-42,640 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	42,640 New	42,640 $1.59 Million

Others Institutions Holding KBE

# of Institutions

263

Shares Held

14.8M

Call Options Held

1.72M

Put Options Held

3.47M

Goldman Sachs Group Inc New York, NY

3.08M
Shares

$181 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$95.7 Million
0.01% of portfolio
Citigroup Inc

1.34M
Shares

$78.4 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

1.17M
Shares

$68.5 Million
1.06% of portfolio
Bank Of America Corp Charlotte, NC

720K
Shares

$42.1 Million
0.0% of portfolio

About SPDR S&P BANK ETF

Ticker KBE
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