SPDR KBW Bank shares owned by Wharton Business Group
Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in SPDR KBW Bank
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Bank held by Wharton Business Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Bank by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 425k | 52.89 |
| 2024-06-30 | $20M | 427k | 46.39 |
| 2024-03-31 | $20M | 432k | 47.10 |
| 2023-12-31 | $20M | 432k | 46.02 |
| 2023-09-30 | $16M | 440k | 36.85 |
| 2023-06-30 | $5.9M | 163k | 36.00 |
| 2023-03-31 | $5.5M | 148k | 37.06 |
| 2022-12-31 | $6.6M | 145k | 45.15 |
| 2022-09-30 | $6.7M | 152k | 44.29 |
| 2022-06-30 | $6.4M | 147k | 43.88 |
| 2022-03-31 | $7.8M | 143k | 54.56 |
| 2021-12-31 | $7.8M | 143k | 54.56 |
| 2021-09-30 | $7.7M | 146k | 52.91 |
| 2021-06-30 | $10M | 203k | 51.32 |
| 2021-03-31 | $11M | 214k | 51.88 |
| 2020-12-31 | $9.9M | 236k | 41.82 |
| 2020-09-30 | $8.5M | 288k | 29.45 |
| 2020-06-30 | $11M | 349k | 31.54 |
| 2020-03-31 | $11M | 416k | 26.96 |
| 2019-12-31 | $18M | 389k | 47.29 |
| 2019-09-30 | $18M | 419k | 43.16 |
| 2019-06-30 | $15M | 354k | 43.36 |
| 2019-03-31 | $14M | 345k | 41.77 |
| 2018-12-31 | $13M | 348k | 37.35 |
| 2018-09-30 | $16M | 343k | 46.57 |
| 2018-06-30 | $16M | 345k | 47.16 |
| 2018-03-31 | $17M | 345k | 47.89 |
| 2017-12-31 | $15M | 325k | 46.97 |
| 2017-09-30 | $16M | 348k | 45.09 |
| 2017-06-30 | $18M | 420k | 43.52 |
| 2017-03-31 | $18M | 447k | 40.14 |
| 2016-12-31 | $20M | 470k | 43.47 |
| 2016-09-30 | $19M | 579k | 33.38 |
| 2016-06-30 | $18M | 583k | 30.48 |
| 2016-03-31 | $19M | 622k | 30.37 |
| 2015-12-31 | $39M | 1.2M | 33.82 |
| 2015-09-30 | $39M | 1.2M | 33.24 |
| 2015-06-30 | $45M | 1.2M | 36.26 |
| 2015-03-31 | $41M | 1.2M | 33.51 |
| 2014-12-31 | $46M | 1.4M | 33.55 |
| 2014-09-30 | $43M | 1.4M | 31.91 |
| 2014-06-30 | $44M | 1.3M | 33.42 |
| 2014-03-31 | $62M | 1.8M | 34.04 |
| 2013-12-31 | $61M | 1.8M | 33.17 |
| 2013-09-30 | $55M | 1.8M | 30.03 |
| 2013-06-30 | $54M | 1.9M | 28.72 |