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SPDR KBW Bank shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point Wealth Management investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Oak Point 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $374k 8.0k 47.04
2017-12-31 $391k 8.1k 48.29

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Citigroup
Susquehanna International
Bank of America Corporation
Jane Street
Two Sigma Investments
Wharton Business Group
Janney Capital Management
Pnc Financial Services
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Parallax Volatility Advisers
Altfest L J & Co

View all funds holding SPDR KBW Bank