SPDR KBW Regional Banking shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in SPDR KBW Regional Banking
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Quarterly reported holdings in SPDR KBW Regional Banking by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 45k | 41.77 |
| 2023-09-30 | $1.9M | 45k | 41.77 |
| 2023-06-30 | $1.7M | 42k | 40.83 |
| 2023-03-31 | $775k | 18k | 43.86 |
| 2022-12-31 | $248k | 4.2k | 58.73 |
| 2022-09-30 | $249k | 4.2k | 58.91 |
| 2022-06-30 | $251k | 4.3k | 58.02 |
| 2022-03-31 | $304k | 4.4k | 68.89 |
| 2021-12-31 | $210k | 3.0k | 70.97 |
| 2021-09-30 | $201k | 3.0k | 67.59 |
| 2021-06-30 | $565k | 8.6k | 65.49 |
| 2021-03-31 | $497k | 7.5k | 66.34 |
| 2019-12-31 | $343k | 5.9k | 58.30 |
| 2017-03-31 | $442k | 8.3k | 53.16 |
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