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SPDR KBW Regional Banking shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 17 63.29

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding SPDR KBW Regional Banking

Goldman Sachs Group
Citigroup
Bank Of Montreal
Morgan Stanley
Susquehanna International
Jane Street
Citadel Advisors
Millennium Management
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Tudor Investment Corporation
Barclays
Jain Global
Balyasny Asset Management
Wells Fargo & Company

View all funds holding SPDR KBW Regional Banking