Institute for Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
14,917
-58
| -0.4% | -$3.45K | 0.1% | 215 |
|
|
2025
Q1 | $851K | Buy |
14,975
+195
| +1% | +$11.1K | 0.11% | 206 |
|
|
2024
Q4 | $892K | Buy |
14,780
+450
| +3% | +$27.2K | 0.11% | 195 |
|
|
2024
Q3 | $811K | Buy |
14,330
+400
| +3% | +$22.6K | 0.1% | 212 |
|
|
2024
Q2 | $684K | Hold |
13,930
| – | – | 0.09% | 224 |
|
|
2024
Q1 | $700K | Buy |
13,930
+191
| +1% | +$9.6K | 0.09% | 222 |
|
|
2023
Q4 | $720K | Sell |
13,739
-1,387
| -9% | -$72.7K | 0.12% | 206 |
|
|
2023
Q3 | $632K | Buy |
15,126
+551
| +4% | +$23K | 0.11% | 212 |
|
|
2023
Q2 | $595K | Buy |
14,575
+323
| +2% | +$13.2K | 0.1% | 224 |
|
|
2023
Q1 | $625K | Buy |
14,252
+1,369
| +11% | +$60K | 0.12% | 214 |
|
|
2022
Q4 | $757K | Buy |
12,883
+1,969
| +18% | +$116K | 0.16% | 173 |
|
|
2022
Q3 | $643K | Buy |
10,914
+271
| +3% | +$16K | 0.14% | 189 |
|
|
2022
Q2 | $618K | Buy |
10,643
+345
| +3% | +$20K | 0.12% | 215 |
|
|
2022
Q1 | $710K | Buy |
10,298
+177
| +2% | +$12.2K | 0.11% | 217 |
|
|
2021
Q4 | $717K | Buy |
10,121
+281
| +3% | +$19.9K | 0.12% | 210 |
|
|
2021
Q3 | $667K | Buy |
9,840
+36
| +0.4% | +$2.44K | 0.12% | 213 |
|
|
2021
Q2 | $642K | Buy |
9,804
+261
| +3% | +$17.1K | 0.11% | 220 |
|
|
2021
Q1 | $633K | Buy |
9,543
+583
| +7% | +$38.7K | 0.12% | 210 |
|
|
2020
Q4 | $465K | Buy |
8,960
+2,990
| +50% | +$155K | 0.09% | 262 |
|
|
2020
Q3 | $213K | Buy |
5,970
+720
| +14% | +$25.7K | 0.05% | 382 |
|
|
2020
Q2 | $202K | Sell |
5,250
-4,475
| -46% | -$172K | 0.05% | 397 |
|
|
2020
Q1 | $317K | Sell |
9,725
-435
| -4% | -$14.2K | 0.1% | 264 |
|
|
2019
Q4 | $592K | Sell |
10,160
-962
| -9% | -$56.1K | 0.13% | 221 |
|
|
2019
Q3 | $587K | Sell |
11,122
-2,435
| -18% | -$129K | 0.15% | 209 |
|
|
2019
Q2 | $724K | Sell |
13,557
-789
| -5% | -$42.1K | 0.16% | 191 |
|
|
2019
Q1 | $737K | Sell |
14,346
-2,160
| -13% | -$111K | 0.16% | 174 |
|
|
2018
Q4 | $772K | Buy |
16,506
+1,205
| +8% | +$56.4K | 0.32% | 94 |
|
|
2018
Q3 | $922K | Sell |
15,301
-570
| -4% | -$34.3K | 0.31% | 110 |
|
|
2018
Q2 | $970K | Buy |
15,871
+754
| +5% | +$46.1K | 0.31% | 112 |
|
|
2018
Q1 | $931K | Sell |
15,117
-14,447
| -49% | -$890K | 0.27% | 133 |
|
|
2017
Q4 | $1.79M | Buy |
+29,564
| New | +$1.79M | 0.41% | 65 |
|