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SPDR KBW Bank shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 55k 47.10
2023-12-31 $8.6M 186k 46.02
2023-09-30 $6.9M 187k 36.85
2023-06-30 $6.7M 185k 36.00
2023-03-31 $7.0M 189k 37.07
2018-12-31 $38k 1.0k 37.25

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View all positions for Evolution Wealth Advisors

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Jpmorgan Chase & Co
Bank of America Corporation
Citadel Advisors
Millennium Management
Royal Bank of Canada
Susquehanna International
UBS Group
Wells Fargo & Company
Wharton Business Group
Flagship Harbor Advisors
Pnc Financial Services
Harel Insurance Investments & Financial Services
Captrust Financial Advisors
Gts Securities

View all funds holding SPDR KBW Bank