SPDR KBW Bank shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 38k | 59.42 |
| 2025-06-30 | $618k | 11k | 55.76 |
| 2025-03-31 | $2.0M | 38k | 52.96 |
| 2024-12-31 | $2.0M | 35k | 55.47 |
| 2024-09-30 | $2.0M | 37k | 52.89 |
| 2024-06-30 | $1.9M | 41k | 46.39 |
| 2024-03-31 | $502k | 11k | 47.10 |
| 2023-09-30 | $300k | 8.1k | 36.85 |
| 2023-06-30 | $299k | 8.3k | 36.00 |
| 2023-03-31 | $321k | 8.7k | 37.06 |
| 2022-09-30 | $204k | 4.6k | 44.32 |
| 2022-06-30 | $272k | 6.2k | 43.91 |
| 2022-03-31 | $1.5M | 28k | 52.35 |
| 2021-12-31 | $1.8M | 33k | 54.57 |
| 2021-09-30 | $319k | 6.0k | 52.92 |
| 2021-06-30 | $764k | 15k | 51.33 |
| 2021-03-31 | $456k | 8.8k | 51.92 |
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