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SPDR KBW Bank shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 125k 46.02

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Vanguard Index Fds Large Cap Etf (VV)
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Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Core Msci Intl (IDEV)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Vanguard Index Fds Mid Cap Etf (VO)
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Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding SPDR KBW Bank

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

View all funds holding SPDR KBW Bank