SPDR KBW Regional Banking shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR KBW Regional Banking
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Quarterly reported holdings in SPDR KBW Regional Banking by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $700k | 14k | 50.28 |
| 2023-12-31 | $720k | 14k | 52.43 |
| 2023-09-30 | $632k | 15k | 41.77 |
| 2023-06-30 | $656k | 16k | 40.83 |
| 2023-03-31 | $625k | 14k | 43.86 |
| 2022-12-31 | $757k | 13k | 58.74 |
| 2022-09-30 | $643k | 11k | 58.92 |
| 2022-06-30 | $618k | 11k | 58.07 |
| 2022-03-31 | $710k | 10k | 68.95 |
| 2021-12-31 | $717k | 10k | 70.84 |
| 2021-09-30 | $667k | 9.8k | 67.78 |
| 2021-06-30 | $642k | 9.8k | 65.48 |
| 2021-03-31 | $633k | 9.5k | 66.33 |
| 2020-12-31 | $465k | 9.0k | 51.90 |
| 2020-09-30 | $213k | 6.0k | 35.68 |
| 2020-06-30 | $202k | 5.3k | 38.48 |
| 2020-03-31 | $317k | 9.7k | 32.60 |
| 2019-12-31 | $592k | 592 | 1000.00 |
| 2019-09-30 | $587k | 11k | 52.78 |
| 2019-06-30 | $724k | 14k | 53.40 |
| 2019-03-31 | $737k | 14k | 51.37 |
| 2018-12-31 | $772k | 17k | 46.77 |
| 2018-09-30 | $922k | 15k | 60.26 |
| 2018-06-30 | $970k | 16k | 61.12 |
| 2018-03-31 | $931k | 15k | 61.59 |
| 2017-12-31 | $1.8M | 30k | 60.55 |
More positions owned by Institute For Wealth Management
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