SPDR KBW Regional Banking shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in SPDR KBW Regional Banking
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All positions including SPDR KBW Regional Banking held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Regional Banking by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228k | 4.0k | 56.59 |
| 2024-06-30 | $211k | 4.3k | 49.10 |
| 2024-03-31 | $216k | 4.3k | 50.28 |
| 2023-12-31 | $225k | 4.3k | 52.43 |
| 2023-09-30 | $179k | 4.3k | 41.77 |
| 2023-06-30 | $175k | 4.3k | 40.83 |
| 2023-03-31 | $83k | 1.9k | 43.86 |
| 2022-12-31 | $2.7k | 46 | 58.46 |
| 2022-09-30 | $2.0k | 45 | 44.44 |
| 2022-06-30 | $2.0k | 45 | 44.44 |
| 2022-03-31 | $3.0k | 44 | 68.18 |
| 2021-12-31 | $3.0k | 44 | 68.18 |
| 2021-09-30 | $3.0k | 44 | 68.18 |
| 2021-06-30 | $2.0k | 44 | 45.45 |
| 2021-03-31 | $2.0k | 44 | 45.45 |