SPDR KBW Bank shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in SPDR KBW Bank
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Bank held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR KBW Bank by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $194k | 4.2k | 46.02 |
2023-09-30 | $156k | 4.2k | 36.85 |
2023-06-30 | $152k | 4.2k | 36.00 |
2023-03-31 | $156k | 4.2k | 37.07 |
2022-12-31 | $428k | 9.5k | 45.15 |
2022-09-30 | $420k | 9.5k | 44.26 |
2022-06-30 | $416k | 9.5k | 43.84 |
2022-03-31 | $497k | 9.5k | 52.38 |
2021-12-31 | $2.0M | 37k | 54.55 |
2021-09-30 | $1.9M | 37k | 52.91 |
2021-06-30 | $2.2M | 51k | 41.83 |
2021-03-31 | $2.7M | 51k | 51.88 |
2020-12-31 | $2.2M | 51k | 41.83 |