Cary Street Partners Investment Advisory LLC Spdr S&P Regional Banking ETF Transaction History

Cary Street Partners Investment Advisory LLC

$207 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$47.94 - $59.23 $1.85 Million - $2.29 Million	38,600 New	38,600 $2.18 Million
Q2 2023 Aug 10, 2023	BUY	$36.08 - $44.59 $24,931 - $30,811	691 Added 156.33%	1,133 $46,000
Q4 2022 Feb 14, 2023	BUY	$56.83 - $65.49 $25,118 - $28,946	442 New	442 $25,000

Others Institutions Holding KRE

# of Institutions

648

Shares Held

102M

Call Options Held

50.4M

Put Options Held

65.3M

Goldman Sachs Group Inc New York, NY

20.4M
Shares

$1.22 Billion
0.17% of portfolio
Morgan Stanley New York, NY

15M
Shares

$891 Million
0.06% of portfolio
Citigroup Inc

8.94M
Shares

$533 Million
0.27% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

7.41M
Shares

$441 Million
0.9% of portfolio
Bank Of America Corp Charlotte, NC

4.83M
Shares

$288 Million
0.02% of portfolio

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About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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