SPDR KBW Regional Banking shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in SPDR KBW Regional Banking
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Regional Banking held by Pensionmark Financial Group 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 47k | 60.24 |
| 2025-09-30 | $3.0M | 47k | 63.30 |
| 2025-06-30 | $2.9M | 49k | 59.39 |
| 2025-03-31 | $2.4M | 43k | 56.85 |
| 2024-12-31 | $2.2M | 37k | 60.35 |
| 2024-09-30 | $1.6M | 29k | 56.60 |
| 2024-06-30 | $1.4M | 29k | 49.10 |
| 2024-03-31 | $1.4M | 15k | 92.54 |
| 2023-12-31 | $1.3M | 25k | 52.43 |
| 2021-12-31 | $220k | 2.9k | 74.78 |
| 2021-06-30 | $289k | 4.4k | 65.43 |
| 2021-03-31 | $452k | 6.5k | 70.03 |
| 2020-12-31 | $321k | 5.3k | 61.14 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group