SPDR KBW Bank shares owned by AE Wealth Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in SPDR KBW Bank
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All positions including SPDR KBW Bank held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Bank by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 35k | 46.16 |
| 2023-09-30 | $1.2M | 32k | 36.85 |
| 2023-06-30 | $1.2M | 33k | 36.00 |
| 2022-12-31 | $304k | 6.7k | 45.15 |
| 2022-09-30 | $299k | 6.8k | 44.22 |
| 2022-06-30 | $1.2M | 28k | 43.89 |
| 2022-03-31 | $1.5M | 28k | 52.36 |
| 2021-12-31 | $625k | 12k | 54.54 |
| 2021-09-30 | $324k | 6.1k | 52.90 |
| 2021-06-30 | $270k | 5.3k | 51.31 |
| 2021-03-31 | $213k | 4.1k | 51.86 |
| 2018-09-30 | $211k | 4.5k | 46.53 |
| 2018-06-30 | $374k | 7.9k | 47.16 |
| 2018-03-31 | $403k | 8.4k | 47.83 |
| 2017-12-31 | $394k | 8.3k | 47.32 |
| 2017-09-30 | $829k | 18k | 45.08 |
| 2017-06-30 | $739k | 17k | 43.51 |
| 2017-03-31 | $565k | 13k | 42.98 |