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SPDR KBW Bank shares owned by Lineweaver Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Bank (KBE) shares owned by Lineweaver Wealth Advisors from 13F filings

Historical chart of Lineweaver Wealth Advisors investment in SPDR KBW Bank

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Bank held by Lineweaver Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Bank by Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 4.3k 47.10
2023-12-31 $249k 5.4k 46.02
2023-09-30 $699k 19k 36.84
2023-06-30 $1.2M 34k 36.00

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Us Treas Bd Etf (GOVT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Lineweaver Wealth Advisors

Top funds holding SPDR KBW Bank

Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Citadel Advisors
UBS Group
Susquehanna International
Squarepoint Ops
Wharton Business Group
Flagship Harbor Advisors
Pnc Financial Services
Parallax Volatility Advisers
Harel Insurance Investments & Financial Services
Wells Fargo & Company
D. E. Shaw & Co
Captrust Financial Advisors

View all funds holding SPDR KBW Bank