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SPDR KBW Capital Markets shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Capital Markets by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.1M 17k 126.17

More positions owned by Whalen Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Ishares Tr Ibonds Dec 2031 (IBTL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding SPDR KBW Capital Markets

Meitav Dash Investments
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Royal Fund Management
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Horizon Wealth Management
Baker Avenue Asset Management
TigerOak Management
Provident Co of the Employees of the Hebrew University
PFG Financial Advisors

View all funds holding SPDR KBW Capital Markets