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SPDR KBW Bank shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 51k 59.42
2025-06-30 $2.9M 52k 55.76

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View all positions for Benchmark Financial Wealth Advisors

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Two Sigma Investments
Susquehanna International
Morgan Stanley
Citadel Advisors
UBS Group
Wells Fargo & Company
Brevan Howard Capital Management
Edmond De Rothschild Holding
Tudor Investment Corporation
LPL Financial
Duquesne Family Office
Wharton Business Group
Madison Asset Management
Nan Fung Trinity

View all funds holding SPDR KBW Bank