SPDR KBW Regional Banking shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR KBW Regional Banking by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 36k | 56.60 |
| 2024-06-30 | $3.2M | 65k | 49.10 |
| 2024-03-31 | $3.6M | 72k | 50.28 |
| 2023-12-31 | $3.4M | 64k | 52.43 |
| 2023-09-30 | $3.9M | 94k | 41.77 |
| 2023-06-30 | $6.1M | 148k | 40.83 |
| 2023-03-31 | $17M | 381k | 43.86 |
| 2022-12-31 | $25M | 429k | 58.74 |
| 2022-09-30 | $30M | 515k | 58.88 |
| 2022-06-30 | $25M | 437k | 58.09 |
| 2022-03-31 | $42M | 613k | 68.90 |
| 2021-12-31 | $96M | 1.4M | 70.85 |
| 2021-09-30 | $491k | 7.2k | 67.76 |
| 2021-06-30 | $466k | 7.1k | 65.51 |
| 2021-03-31 | $470k | 7.1k | 66.33 |
| 2020-12-31 | $334k | 6.4k | 51.98 |
| 2020-09-30 | $205k | 5.7k | 35.87 |
| 2020-06-30 | $256k | 7.0k | 36.83 |
| 2020-03-31 | $235k | 7.7k | 30.43 |
| 2019-12-31 | $457k | 7.8k | 58.45 |
| 2019-09-30 | $506k | 9.6k | 52.77 |
| 2019-06-30 | $524k | 9.8k | 53.39 |
| 2019-03-31 | $335k | 6.5k | 51.35 |
| 2018-12-31 | $314k | 6.7k | 46.77 |
| 2018-09-30 | $440k | 7.4k | 59.47 |
| 2018-06-30 | $451k | 7.4k | 60.95 |
| 2018-03-31 | $358k | 6.0k | 59.23 |
| 2017-12-31 | $349k | 5.9k | 58.83 |
| 2017-09-30 | $209k | 3.7k | 56.72 |
| 2016-03-31 | $6.0k | 150 | 40.00 |
| 2015-12-31 | $6.0k | 150 | 40.00 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors