Forum Financial Management »

SPDR KBW Bank shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR KBW Bank by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 17k 59.42
2025-06-30 $948k 17k 55.76
2025-03-31 $899k 17k 52.96
2024-12-31 $942k 17k 55.47

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

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