Strategic Wealth Partners’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 | $7.63M | Buy |
+128,501
| New | +$7.63M | 0.6% | 57 |
|
|
2024
Q1 | – | Sell |
-4,226
| Closed | -$222K | – | 298 |
|
|
2023
Q4 | $222K | Buy |
+4,226
| New | +$222K | 0.03% | 259 |
|
|
2023
Q3 | – | Sell |
-38,612
| Closed | -$1.58M | – | 292 |
|
|
2023
Q2 | $1.58M | Buy |
+38,612
| New | +$1.58M | 0.2% | 125 |
|
|
2022
Q3 | – | Sell |
-54,249
| Closed | -$3.15M | – | 275 |
|
|
2022
Q2 | $3.15M | Buy |
54,249
+4,395
| +9% | +$255K | 0.68% | 41 |
|
|
2022
Q1 | $3.44M | Buy |
+49,854
| New | +$3.44M | 0.67% | 39 |
|
|
2018
Q3 | – | Sell |
-29
| Closed | -$2K | – | 674 |
|
|
2018
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 738 |
|