Blue Bell Private Wealth Management »

SPDR KBW Regional Banking shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in SPDR KBW Regional Banking

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Regional Banking held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR KBW Regional Banking by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $158k 3.2k 50.28
2023-12-31 $176k 3.4k 52.43
2023-09-30 $173k 4.2k 41.77
2023-06-30 $213k 5.2k 40.83
2023-03-31 $309k 7.0k 43.86
2022-12-31 $448k 7.6k 58.74
2022-09-30 $536k 9.1k 58.90
2022-06-30 $532k 9.2k 58.14
2022-03-31 $613k 8.9k 68.88
2021-12-31 $478k 6.8k 70.81
2021-09-30 $460k 6.8k 68.15
2021-06-30 $442k 6.8k 65.48
2021-03-31 $554k 8.4k 66.35
2020-12-31 $430k 8.4k 51.50
2020-09-30 $330k 9.3k 35.68
2020-06-30 $380k 9.9k 38.58
2020-03-31 $321k 9.9k 32.59
2019-12-31 $631k 11k 58.29
2019-09-30 $561k 11k 52.80
2019-06-30 $629k 12k 53.46
2019-03-31 $614k 12k 51.32
2018-12-31 $565k 12k 46.83
2018-09-30 $714k 12k 59.43
2018-06-30 $761k 13k 61.00
2018-03-31 $735k 12k 60.37
2017-12-31 $716k 12k 58.81
2017-09-30 $680k 12k 56.78
2017-06-30 $658k 12k 54.95
2017-03-31 $654k 12k 54.61
2016-12-31 $666k 12k 55.62
2016-09-30 $507k 12k 42.34
2016-06-30 $472k 12k 38.45
2016-03-31 $451k 12k 37.66
2015-12-31 $502k 12k 41.92
2015-09-30 $486k 12k 41.19
2015-06-30 $465k 11k 44.18
2015-03-31 $372k 9.1k 40.77
2014-12-31 $355k 8.7k 40.69
2014-09-30 $330k 8.7k 37.82
2014-06-30 $247k 6.1k 40.33
2014-03-31 $220k 5.3k 41.31
2013-12-31 $253k 6.2k 40.64
2013-09-30 $428k 12k 35.67

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding SPDR KBW Regional Banking

Citadel Advisors
Millennium Management
UBS Group
Bank of America Corporation
Barclays
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Phoenix Holdings
Citigroup
Walleye Trading
Wells Fargo & Company
Main Management ETF Advisors

View all funds holding SPDR KBW Regional Banking