SPDR KBW Bank shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in SPDR KBW Bank
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Quarterly reported holdings in SPDR KBW Bank by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $482k | 8.6k | 55.76 |
| 2025-03-31 | $457k | 8.6k | 52.96 |
| 2024-12-31 | $447k | 8.1k | 55.47 |
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