SPDR KBW Regional Banking shares owned by AE Wealth Management
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR KBW Regional Banking by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.5M | 163k | 52.13 |
2023-09-30 | $326k | 7.8k | 41.77 |
2023-03-31 | $204k | 4.7k | 43.86 |
2022-12-31 | $575k | 9.8k | 58.74 |
2022-09-30 | $702k | 12k | 58.90 |
2022-06-30 | $566k | 9.7k | 58.06 |
2022-03-31 | $3.6M | 52k | 68.90 |
2021-12-31 | $2.8M | 40k | 70.85 |
2021-09-30 | $2.1M | 31k | 67.74 |
2021-06-30 | $1.8M | 28k | 65.55 |
2021-03-31 | $212k | 3.2k | 66.27 |
2020-06-30 | $270k | 7.0k | 38.39 |
2020-03-31 | $270k | 8.3k | 32.64 |
2019-12-31 | $867k | 15k | 58.28 |
2019-09-30 | $828k | 16k | 52.81 |
2019-06-30 | $1.1M | 21k | 53.43 |
2019-03-31 | $494k | 9.6k | 51.31 |
2018-12-31 | $740k | 16k | 46.77 |
2018-09-30 | $1.7M | 29k | 59.43 |
2018-06-30 | $428k | 7.0k | 60.97 |
2018-03-31 | $290k | 4.8k | 60.35 |
2017-12-31 | $450k | 7.7k | 58.82 |
2017-09-30 | $234k | 4.1k | 56.69 |
2017-06-30 | $316k | 5.8k | 54.95 |
2017-03-31 | $209k | 3.8k | 54.71 |