SPDR KBW Bank shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR KBW Bank
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in SPDR KBW Bank by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $256k | 4.6k | 55.76 |
| 2025-03-31 | $189k | 3.6k | 52.96 |
| 2024-12-31 | $217k | 3.9k | 55.47 |
| 2024-09-30 | $212k | 4.0k | 52.89 |
| 2024-06-30 | $275k | 5.9k | 46.39 |
| 2024-03-31 | $279k | 5.9k | 47.10 |
| 2023-12-31 | $291k | 6.3k | 46.02 |
| 2023-09-30 | $229k | 6.2k | 36.85 |
| 2023-06-30 | $224k | 19k | 11.52 |
| 2022-12-31 | $169k | 3.7k | 45.15 |