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SPDR KBW Bank shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Bank by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 114k 60.69

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Two Sigma Investments
Susquehanna International
Citadel Advisors
UBS Group
Wells Fargo & Company
Brevan Howard Capital Management
Edmond De Rothschild Holding
Tudor Investment Corporation
LPL Financial
Duquesne Family Office
Wharton Business Group
Madison Asset Management
Nan Fung Trinity
Pnc Financial Services

View all funds holding SPDR KBW Bank