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SPDR KBW Regional Banking shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management 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 Private Wealth Management 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $90k 1.2k 74.85

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
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Spdr Series Trust St Str Sp400val (MDYV)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding SPDR KBW Regional Banking

Susquehanna International
Wellington Management Company
Citigroup
Bank Of Montreal
Morgan Stanley
Goldman Sachs Group
Jane Street
Healthcare Of Ontario Pension Plan Trust Fund
Citadel Advisors
Tudor Investment Corporation
UBS Group
Brevan Howard Capital Management
Capstone Investment Advisors
Balyasny Asset Management
Millennium Management

View all funds holding SPDR KBW Regional Banking