Madison Target Retirement 2040 Fund KBE Holdings History
Madison Target Retirement 2040 Fund's SPDR S&P Bank ETF Holding Summary
As of 2025-03-31, ULTRA SERIES FUND held 27,631.00 shares of SPDR S&P Bank ETF(KBE), totaling $1.46 Mil. This investment constitutes 3.86% of their stock portfolio, and ULTRA SERIES FUND now holds 0.11% of the outstanding SPDR S&P Bank ETF(KBE) stock.
The initial trade took place in 2024Q4. And since then Madison Target Retirement 2040 Fund has made 2 purchases of KBE, at an average price of $56.78, for a total of 27,631.00 shares. Based on historical transaction data and KBE's current price of $57.77, Madison Target Retirement 2040 Fund's estimated gain on his KBE holdings is $27,396.77, reflecting a 1.75% gain to date.
Madison Target Retirement 2040 Fund KBE ($57.77) Holding Chart
Madison Target Retirement 2040 Fund KBE ($57.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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