SPDR KBW Regional Banking shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in SPDR KBW Regional Banking
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Regional Banking held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR KBW Regional Banking by Encompass Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $625k | 15k | 41.77 |
2023-06-30 | $504k | 12k | 40.83 |