SPDR KBW Bank shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 4.3k | 52.89 |
| 2022-09-30 | $227k | 5.1k | 44.34 |
| 2021-12-31 | $441k | 8.1k | 54.56 |
| 2021-09-30 | $435k | 8.2k | 52.95 |
| 2021-06-30 | $427k | 8.3k | 51.37 |
| 2021-03-31 | $426k | 8.2k | 51.90 |
| 2020-12-31 | $343k | 8.2k | 41.88 |
| 2019-12-31 | $308k | 6.5k | 47.36 |
| 2019-09-30 | $285k | 6.6k | 43.17 |
| 2019-06-30 | $292k | 6.7k | 43.37 |
| 2019-03-31 | $275k | 6.6k | 41.70 |
| 2018-12-31 | $246k | 6.6k | 37.34 |