SPDR KBW Bank shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 89k | 59.42 |
| 2025-06-30 | $5.2M | 93k | 55.76 |
| 2025-03-31 | $5.7M | 107k | 52.96 |
| 2024-12-31 | $6.4M | 116k | 55.47 |
| 2024-09-30 | $7.6M | 144k | 52.89 |
| 2024-06-30 | $11M | 242k | 46.39 |
| 2024-03-31 | $12M | 262k | 47.10 |
| 2023-12-31 | $13M | 278k | 46.02 |
| 2023-09-30 | $11M | 288k | 36.85 |
| 2023-06-30 | $11M | 301k | 36.00 |
| 2023-03-31 | $1.9M | 52k | 37.07 |
| 2022-12-31 | $2.8M | 61k | 45.15 |
| 2022-09-30 | $4.0M | 90k | 44.29 |
| 2022-06-30 | $13M | 301k | 43.88 |
| 2022-03-31 | $2.7M | 51k | 52.36 |
| 2021-12-31 | $11M | 195k | 54.56 |
| 2021-09-30 | $551k | 10k | 52.95 |
| 2021-06-30 | $585k | 11k | 51.31 |
| 2021-03-31 | $591k | 11k | 51.85 |
| 2020-12-31 | $476k | 11k | 41.79 |
| 2020-09-30 | $304k | 10k | 29.73 |
| 2020-06-30 | $395k | 13k | 30.36 |
| 2020-03-31 | $154k | 6.1k | 25.21 |
| 2019-12-31 | $308k | 6.5k | 47.36 |
| 2019-09-30 | $283k | 6.6k | 43.13 |
| 2019-06-30 | $278k | 6.4k | 43.30 |
| 2019-03-31 | $266k | 6.4k | 41.71 |
| 2018-12-31 | $241k | 6.5k | 37.36 |
| 2018-09-30 | $273k | 5.9k | 46.63 |
| 2018-06-30 | $7.0k | 145 | 48.28 |
| 2013-12-31 | $3.0k | 103 | 29.13 |
| 2013-06-30 | $3.0k | 103 | 29.13 |
More positions owned by Captrust Financial Advisors
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