SPDR KBW Bank shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 3.0k | 59.42 |
| 2025-06-30 | $167k | 3.0k | 55.76 |
| 2025-03-31 | $158k | 3.0k | 52.96 |
| 2024-12-31 | $166k | 3.0k | 55.47 |
| 2024-09-30 | $191k | 3.6k | 52.89 |
| 2024-06-30 | $167k | 3.6k | 46.39 |
| 2024-03-31 | $170k | 3.6k | 47.10 |
| 2023-12-31 | $194k | 4.2k | 46.02 |
| 2023-09-30 | $156k | 4.2k | 36.85 |
| 2023-06-30 | $152k | 4.2k | 36.00 |
| 2023-03-31 | $156k | 4.2k | 37.07 |
| 2022-12-31 | $428k | 9.5k | 45.15 |
| 2022-09-30 | $420k | 9.5k | 44.26 |
| 2022-06-30 | $416k | 9.5k | 43.84 |
| 2022-03-31 | $497k | 9.5k | 52.38 |
| 2021-12-31 | $2.0M | 37k | 54.55 |
| 2021-09-30 | $1.9M | 37k | 52.91 |
| 2021-06-30 | $2.6M | 51k | 51.32 |
| 2021-03-31 | $2.7M | 51k | 51.88 |
| 2020-12-31 | $2.2M | 51k | 41.83 |