SPDR KBW Bank shares owned by HB Wealth Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 3.6k | 59.42 |
| 2025-06-30 | $203k | 3.6k | 55.76 |
| 2024-12-31 | $545k | 9.8k | 55.47 |
| 2024-09-30 | $519k | 9.8k | 52.89 |
| 2024-06-30 | $456k | 9.8k | 46.39 |
| 2024-03-31 | $463k | 9.8k | 47.10 |
| 2023-12-31 | $452k | 9.8k | 46.02 |
| 2023-09-30 | $362k | 9.8k | 36.85 |
| 2023-06-30 | $354k | 9.8k | 36.00 |
| 2023-03-31 | $788k | 21k | 37.07 |
| 2022-12-31 | $960k | 21k | 45.15 |
| 2022-09-30 | $942k | 21k | 44.31 |
| 2022-06-30 | $933k | 21k | 43.89 |
| 2022-03-31 | $1.1M | 21k | 52.36 |
| 2021-12-31 | $1.2M | 23k | 54.58 |
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