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SPDR KBW Bank shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 38k 68.22
2018-06-30 $29k 618 46.93

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding SPDR KBW Bank

Bank Of Montreal
Goldman Sachs Group
Jane Street
Balyasny Asset Management
Susquehanna International
Barclays
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Wharton Business Group
Two Sigma Investments
Citigroup

View all funds holding SPDR KBW Bank