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SPDR KBW Bank shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $583k 13k 46.02
2023-09-30 $460k 13k 36.31
2023-06-30 $506k 14k 36.00
2023-03-31 $521k 14k 37.07
2022-12-31 $635k 14k 45.15
2022-09-30 $674k 15k 44.27
2022-06-30 $712k 16k 43.88
2022-03-31 $849k 16k 52.32
2021-12-31 $885k 16k 54.54
2021-09-30 $859k 16k 52.94
2021-06-30 $834k 16k 51.33
2021-03-31 $845k 16k 51.88
2020-12-31 $719k 17k 41.84
2020-09-30 $506k 17k 29.45
2020-06-30 $542k 17k 31.55
2020-03-31 $463k 17k 26.96
2019-12-31 $987k 21k 47.31
2019-09-30 $921k 21k 44.15
2019-06-30 $904k 21k 43.34
2019-03-31 $871k 21k 41.76
2018-12-31 $771k 21k 37.35

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Jpmorgan Chase & Co
Bank of America Corporation
Citadel Advisors
Millennium Management
Migdal Insurance & Financial Holdings
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Wharton Business Group
Flagship Harbor Advisors
Pnc Financial Services
Harel Insurance Investments & Financial Services
Captrust Financial Advisors
Gts Securities

View all funds holding SPDR KBW Bank