SPDR KBW Bank shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 53k | 59.42 |
| 2025-06-30 | $3.0M | 53k | 55.76 |
| 2025-03-31 | $2.8M | 53k | 52.96 |
| 2024-12-31 | $3.0M | 53k | 55.47 |
| 2024-09-30 | $2.8M | 53k | 52.89 |
| 2024-06-30 | $2.5M | 54k | 46.39 |
| 2024-03-31 | $2.6M | 55k | 47.10 |
| 2023-12-31 | $8.6M | 186k | 46.02 |
| 2023-09-30 | $6.9M | 187k | 36.85 |
| 2023-06-30 | $6.7M | 185k | 36.00 |
| 2023-03-31 | $7.0M | 189k | 37.07 |
| 2018-12-31 | $38k | 1.0k | 37.25 |