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SPDR KBW Bank shares owned by Sontag Advisory

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $349k 6.6k 52.96
2024-12-31 $490k 8.8k 55.47
2018-12-31 $111k 3.0k 37.19

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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Two Sigma Investments
Susquehanna International
Morgan Stanley
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

View all funds holding SPDR KBW Bank