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SPDR KBW Regional Banking shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel 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 MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Regional Banking by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $68k 1.1k 59.39
2025-03-31 $65k 1.1k 56.85

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding SPDR KBW Regional Banking

Susquehanna International
Jane Street
Goldman Sachs Group
Citadel Advisors
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Balyasny Asset Management
Barclays
Wells Fargo & Company
Tudor Investment Corporation
Two Sigma Investments
Millennium Management
Rokos Capital Management
Compass Rose Asset Management
Parallax Volatility Advisers

View all funds holding SPDR KBW Regional Banking