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SPDR KBW Bank shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.2M 32k 36.00
2023-03-31 $3.1M 85k 37.07
2022-12-31 $4.1M 90k 45.15
2022-09-30 $4.0M 90k 44.30
2022-06-30 $4.0M 90k 43.88
2022-03-31 $4.7M 90k 52.35

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

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