A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 449,844 shares of KRE stock, worth $27.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
449,844
Previous 22,371 1910.84%
Holding current value
$27.5 Million
Previous $1.1 Million 2218.85%
% of portfolio
0.23%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$47.94 - $59.23 $20.5 Million - $25.3 Million
427,473 Added 1910.84%
449,844 $25.5 Million
Q2 2024

Aug 19, 2024

SELL
$45.75 - $51.19 $45,612 - $51,036
-997 Reduced 4.27%
22,371 $1.1 Million
Q1 2024

May 14, 2024

SELL
$46.83 - $53.0 $152,993 - $173,151
-3,267 Reduced 12.27%
23,368 $1.17 Million
Q4 2023

Feb 28, 2024

SELL
$38.57 - $53.82 $47,363 - $66,090
-1,228 Reduced 4.41%
26,635 $1.4 Million
Q3 2023

Nov 22, 2023

BUY
$40.59 - $49.04 $1.06 Million - $1.28 Million
26,149 Added 1525.61%
27,863 $1.16 Million
Q2 2023

Aug 14, 2023

SELL
$36.08 - $44.59 $2.87 Million - $3.55 Million
-79,503 Reduced 97.89%
1,714 $69,000
Q1 2023

Jun 05, 2023

BUY
$42.24 - $64.79 $3.43 Million - $5.26 Million
81,217 New
81,217 $3.56 Million
Q4 2022

Jun 12, 2023

SELL
$56.83 - $65.49 $1.66 Million - $1.91 Million
-29,134 Reduced 35.87%
52,083 $3.06 Million
Q2 2022

Aug 11, 2022

BUY
$56.85 - $68.24 $259,122 - $311,037
4,558 Added 0.82%
559,991 $32.5 Million
Q1 2022

May 20, 2022

BUY
$67.01 - $78.78 $2.36 Million - $2.78 Million
35,291 Added 6.78%
555,433 $38.3 Million
Q4 2021

Feb 17, 2022

BUY
$66.81 - $75.45 $1.72 Million - $1.94 Million
25,671 Added 5.19%
520,142 $36.9 Million
Q3 2021

Nov 23, 2021

BUY
$59.87 - $68.61 $21.5 Million - $24.7 Million
359,817 Added 267.22%
494,471 $33.5 Million
Q3 2021

Nov 16, 2021

SELL
$59.87 - $68.61 $17.7 Million - $20.3 Million
-295,238 Reduced 68.68%
134,654 $33.5 Million
Q2 2021

Aug 24, 2021

BUY
$63.66 - $71.33 $3.55 Million - $3.98 Million
55,840 Added 14.93%
429,892 $28.2 Million
Q1 2021

May 17, 2021

BUY
$51.71 - $71.1 $19.3 Million - $26.6 Million
374,052 New
374,052 $24.8 Million
Q3 2020

Nov 17, 2020

SELL
$33.9 - $41.18 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$29.52 - $46.02 $524,009 - $816,901
-17,751 Closed
0 $308,000
Q1 2020

May 18, 2020

SELL
$28.13 - $58.41 $43,376 - $90,068
-1,542 Reduced 7.99%
17,751 $579,000
Q4 2019

Feb 14, 2020

SELL
$50.18 - $59.22 $23,183 - $27,359
-462 Reduced 2.34%
19,293 $1.12 Million
Q3 2019

Nov 18, 2019

SELL
$52.26 - $54.6 $1,306 - $1,365
-25 Reduced 0.13%
19,755 $1.04 Million
Q2 2019

Aug 27, 2019

SELL
N/A
-4,196 Reduced 17.5%
19,780 $1.06 Million
Q1 2019

May 20, 2019

SELL
N/A
-7,644 Reduced 24.17%
23,976 $1.23 Million
Q4 2018

Feb 19, 2019

SELL
N/A
-36,934 Reduced 53.88%
31,620 $1.48 Million
Q3 2018

Nov 15, 2018

SELL
N/A
-1,103 Reduced 1.58%
68,554 $4.07 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-290 Reduced 0.41%
69,657 $4.25 Million
Q1 2018

May 15, 2018

BUY
N/A
69,947 New
69,947 $4.22 Million

Others Institutions Holding KRE

About SPDR S&P REGIONAL BANKING ETF


  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
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