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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

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Quarterly reported holdings in SPDR KBW Regional Banking by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding SPDR KBW Regional Banking

Citadel Advisors
Millennium Management
UBS Group
Bank of America Corporation
Barclays
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Phoenix Holdings
Citigroup
Walleye Trading
Wells Fargo & Company
Main Management ETF Advisors

View all funds holding SPDR KBW Regional Banking