SPDR KBW Bank shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR KBW Bank
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Bank held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Bank by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $656k | 11k | 59.42 |
| 2025-06-30 | $616k | 11k | 55.76 |
| 2025-03-31 | $652k | 12k | 52.96 |
| 2024-12-31 | $663k | 12k | 55.47 |
| 2024-09-30 | $635k | 12k | 52.89 |
| 2024-06-30 | $558k | 12k | 46.39 |
| 2023-06-30 | $287k | 8.0k | 36.00 |