SPDR KBW Regional Banking shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in SPDR KBW Regional Banking
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Regional Banking held by Cm Wealth Advisors 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 Cm Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $299k | 5.3k | 56.60 |
2024-06-30 | $260k | 5.3k | 49.10 |
2024-03-31 | $264k | 5.3k | 49.88 |