SPDR KBW Bank shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $234k | 4.4k | 52.89 |
| 2024-06-30 | $205k | 4.4k | 46.39 |
| 2024-03-31 | $208k | 4.4k | 47.10 |
| 2023-12-31 | $204k | 4.4k | 46.02 |
| 2022-12-31 | $239k | 5.3k | 45.15 |
| 2022-09-30 | $216k | 4.9k | 44.32 |
| 2022-03-31 | $234k | 4.5k | 52.28 |
| 2021-12-31 | $244k | 4.5k | 54.51 |
| 2021-09-30 | $237k | 4.5k | 52.95 |
| 2021-06-30 | $230k | 4.5k | 51.39 |
| 2021-03-31 | $237k | 4.6k | 51.79 |
| 2019-12-31 | $243k | 243 | 1000.00 |
| 2019-09-30 | $222k | 5.1k | 43.12 |
| 2019-06-30 | $223k | 5.1k | 43.32 |
| 2019-03-31 | $231k | 5.5k | 41.70 |
| 2018-12-31 | $212k | 5.7k | 37.44 |
| 2017-12-31 | $200k | 4.2k | 47.87 |
More positions owned by Institute For Wealth Management
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