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SPDR KBW Bank shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Bank by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 200 59.42
2025-06-30 $11k 200 55.76
2025-03-31 $11k 200 52.96
2022-12-31 $21k 459 45.11
2022-09-30 $20k 457 43.76
2022-06-30 $26k 587 44.29
2022-03-31 $50k 960 52.08
2021-12-31 $4.0k 70 57.14
2021-09-30 $3.0k 60 50.00
2021-03-31 $210k 4.0k 51.95