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SPDR KBW Bank shares owned by Estate Planners Group

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $640 11 58.27

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding SPDR KBW Bank

Susquehanna International
Goldman Sachs Group
Jane Street
UBS Group
Citadel Advisors
Barclays
Wells Fargo & Company
Wharton Business Group
Madison Asset Management
Brevan Howard Capital Management
LPL Financial
Peak6
Pnc Financial Services
Janney Capital Management
Capital Fund Management

View all funds holding SPDR KBW Bank