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SPDR KBW Bank shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 248k 52.89
2024-06-30 $4.2M 92k 46.39
2024-03-31 $2.2M 48k 47.10
2023-09-30 $2.2M 61k 36.85
2023-06-30 $2.0M 56k 36.00
2023-03-31 $3.3M 90k 37.07
2022-12-31 $2.7M 59k 45.15
2022-09-30 $11M 247k 44.29
2022-06-30 $3.7M 84k 43.88
2022-03-31 $6.2M 119k 52.35
2021-12-31 $6.5M 119k 54.56
2021-09-30 $5.6M 106k 52.91
2021-06-30 $9.9M 194k 51.32
2021-03-31 $5.8M 111k 51.88
2020-12-31 $1.4M 32k 41.82
2020-09-30 $336k 11k 29.45
2020-06-30 $430k 14k 31.57
2020-03-31 $439k 16k 26.94
2019-12-31 $1.0M 21k 47.28
2019-09-30 $881k 20k 43.15
2019-06-30 $869k 20k 43.37
2019-03-31 $755k 18k 41.76
2018-12-31 $695k 19k 37.36
2018-06-30 $1.4M 29k 47.14
2018-03-31 $1.5M 31k 47.79
2017-12-31 $1.6M 35k 47.30
2017-09-30 $509k 11k 45.10
2017-06-30 $453k 10k 43.58
2017-03-31 $3.8M 89k 42.97
2016-12-31 $10M 229k 43.47
2016-09-30 $702k 21k 33.37
2016-06-30 $213k 7.0k 30.45
2016-03-31 $262k 8.6k 30.32
2015-12-31 $4.0M 118k 33.82
2015-09-30 $163k 4.9k 33.18
2014-12-31 $199k 5.9k 33.52
2014-09-30 $68k 2.1k 31.79
2014-06-30 $74k 2.2k 33.29
2014-03-31 $94k 2.8k 34.18
2013-12-31 $66k 2.0k 33.18
2013-09-30 $60k 2.0k 30.17

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Citigroup
Susquehanna International
Bank of America Corporation
Jane Street
Two Sigma Investments
Wharton Business Group
Janney Capital Management
Pnc Financial Services
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Parallax Volatility Advisers
Altfest L J & Co

View all funds holding SPDR KBW Bank