SPDR KBW Regional Banking shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Regional Banking by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $23M | 394k | 59.39 |
| 2025-03-31 | $24M | 430k | 56.85 |
| 2024-12-31 | $27M | 443k | 60.35 |
| 2024-09-30 | $26M | 450k | 56.60 |
| 2024-06-30 | $1.1M | 22k | 49.10 |
| 2024-03-31 | $1.2M | 23k | 50.28 |
| 2023-12-31 | $1.4M | 27k | 52.43 |
| 2023-09-30 | $1.2M | 28k | 41.77 |
| 2023-06-30 | $2.1M | 1.7k | 1235.53 |
| 2023-03-31 | $5.0M | 81k | 62.03 |
| 2022-12-31 | $3.1M | 52k | 58.74 |
| 2022-06-30 | $33M | 560k | 58.09 |
| 2022-03-31 | $38M | 555k | 68.90 |
| 2021-12-31 | $37M | 520k | 70.85 |
| 2021-09-30 | $34M | 135k | 248.79 |
| 2021-06-30 | $28M | 430k | 65.53 |
| 2021-03-31 | $25M | 374k | 66.34 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $579k | 18k | 32.62 |
| 2019-12-31 | $1.1M | 19k | 58.26 |
| 2019-09-30 | $1.0M | 20k | 52.80 |
| 2019-06-30 | $1.1M | 20k | 53.44 |
| 2019-03-31 | $1.2M | 24k | 51.34 |
| 2018-12-31 | $1.5M | 32k | 46.77 |
| 2018-09-30 | $4.1M | 69k | 59.41 |
| 2018-06-30 | $4.2M | 70k | 61.00 |
| 2018-03-31 | $4.2M | 70k | 60.39 |