Edge Wealth Management LLC Spdr S&P Regional Banking ETF Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$67.01 - $78.78 $94,484 - $111,079	-1,410 Closed	0 $0
Q1 2021 Apr 09, 2021	SELL	$51.71 - $71.1 $20,684 - $28,439	-400 Reduced 22.1%	1,410 $94,000
Q4 2020 Jan 19, 2021	SELL	$35.92 - $51.95 $17,960 - $25,975	-500 Reduced 21.65%	1,810 $94,000
Q3 2020 Oct 21, 2020	SELL	$33.9 - $41.18 $29,154 - $35,414	-860 Reduced 27.13%	2,310 $82,000
Q2 2020 Aug 03, 2020	SELL	$29.52 - $46.02 $14,760 - $23,010	-500 Reduced 13.62%	3,170 $122,000
Q1 2019 Apr 11, 2019	BUY	N/A	1,000 Added 37.45%	3,670 $189,000
Q4 2018 Jan 11, 2019	SELL	N/A	-1,065 Reduced 28.51%	2,670 $125,000
Q2 2018 Jul 17, 2018	BUY	N/A	300 Added 8.73%	3,735 $228,000
Q4 2017 Jan 18, 2018	BUY	N/A	1,425 Added 70.9%	3,435 $202,000
Q3 2017 Oct 19, 2017	BUY	N/A	2,010	2,010 $114,000

Others Institutions Holding KRE

# of Institutions

590

Shares Held

71.1M

Call Options Held

39.4M

Put Options Held

82.6M

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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