SPDR KBW Bank shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 12k | 59.42 |
| 2025-06-30 | $658k | 12k | 55.76 |
| 2025-03-31 | $730k | 14k | 52.96 |
| 2024-12-31 | $881k | 16k | 55.47 |
| 2024-09-30 | $752k | 14k | 52.89 |
| 2024-06-30 | $483k | 10k | 46.39 |
| 2024-03-31 | $518k | 11k | 47.10 |
| 2023-12-31 | $454k | 9.9k | 46.02 |
| 2023-09-30 | $448k | 12k | 36.85 |
| 2023-06-30 | $526k | 15k | 36.00 |
| 2023-03-31 | $677k | 18k | 37.07 |
| 2022-12-31 | $936k | 21k | 45.15 |
| 2022-09-30 | $943k | 21k | 44.28 |
| 2022-06-30 | $859k | 20k | 43.87 |
| 2022-03-31 | $873k | 17k | 52.34 |
| 2021-12-31 | $914k | 17k | 54.55 |
| 2021-09-30 | $1.0M | 20k | 52.89 |
| 2021-06-30 | $1.0M | 20k | 51.34 |
| 2021-03-31 | $1.1M | 20k | 51.90 |
| 2020-12-31 | $862k | 21k | 41.82 |
| 2020-09-30 | $656k | 22k | 29.46 |
| 2020-06-30 | $740k | 24k | 31.53 |
| 2020-03-31 | $1.2M | 44k | 26.97 |
| 2019-12-31 | $2.3M | 50k | 47.30 |
| 2019-09-30 | $2.1M | 50k | 43.17 |
| 2019-06-30 | $2.4M | 56k | 43.36 |
| 2019-03-31 | $2.4M | 58k | 41.78 |
| 2018-12-31 | $2.7M | 71k | 37.34 |
| 2018-09-30 | $6.5M | 140k | 46.57 |
| 2018-06-30 | $6.5M | 138k | 47.16 |
| 2018-03-31 | $7.2M | 151k | 47.89 |
| 2017-12-31 | $6.2M | 131k | 47.34 |
| 2017-09-30 | $3.3M | 73k | 45.09 |
| 2017-06-30 | $2.3M | 53k | 43.52 |
| 2017-03-31 | $1.1M | 26k | 42.99 |