SPDR KBW Bank shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in SPDR KBW Bank
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in SPDR KBW Bank by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $567k | 12k | 46.02 |
| 2023-09-30 | $428k | 12k | 36.85 |
| 2023-06-30 | $419k | 12k | 36.00 |
| 2023-03-31 | $468k | 13k | 37.07 |
| 2022-12-31 | $570k | 13k | 45.15 |
| 2022-09-30 | $559k | 13k | 44.28 |
| 2022-06-30 | $554k | 13k | 43.88 |
| 2022-03-31 | $661k | 13k | 52.36 |
| 2021-12-31 | $689k | 13k | 54.57 |
| 2021-09-30 | $668k | 13k | 52.91 |
| 2021-06-30 | $648k | 13k | 51.33 |
| 2021-03-31 | $463k | 8.9k | 51.88 |
| 2020-12-31 | $373k | 8.9k | 41.79 |
| 2020-09-30 | $512k | 17k | 29.43 |
| 2020-06-30 | $549k | 17k | 31.55 |
| 2020-03-31 | $874k | 32k | 26.98 |
| 2019-12-31 | $1.7M | 36k | 47.28 |
| 2019-09-30 | $1.8M | 42k | 43.16 |
| 2019-06-30 | $1.9M | 42k | 43.70 |
| 2019-03-31 | $1.8M | 42k | 41.77 |
| 2018-12-31 | $1.6M | 42k | 37.36 |
| 2018-09-30 | $2.0M | 42k | 46.58 |
| 2018-06-30 | $1.2M | 25k | 47.17 |
| 2018-03-31 | $1.2M | 26k | 47.89 |
| 2017-12-31 | $1.1M | 23k | 47.35 |
| 2017-09-30 | $1.0M | 23k | 45.09 |
| 2017-06-30 | $1.0M | 23k | 43.58 |
| 2017-03-31 | $902k | 21k | 42.95 |
| 2016-12-31 | $652k | 15k | 43.47 |