Heck Capital Advisors, LLC Spdr S&P Regional Banking ETF Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 13, 2025	BUY	$54.6 - $68.9 $29,101 - $36,723	533 New	533 $32.2 Million
Q4 2024 Jan 23, 2025	BUY	$54.6 - $68.9 $29,101 - $36,723	533 New	533 $32.2 Million
Q2 2022 May 19, 2025	SELL	$56.85 - $68.24 $3,013 - $3,616	-53 Closed	0 $0
Q1 2022 May 19, 2025	BUY	$67.01 - $78.78 $3,551 - $4,175	53 New	53 $3.65 Million
Q4 2021 May 19, 2025	BUY	$66.81 - $75.45 $226,686 - $256,001	3,393 Added 9.58%	38,817 $2.75 Billion
Q3 2021 May 19, 2025	BUY	$59.87 - $68.61 $30,294 - $34,716	506 Added 1.45%	35,424 $2.4 Billion
Q2 2021 May 19, 2025	BUY	$63.66 - $71.33 $160,741 - $180,108	2,525 Added 7.79%	34,918 $2.29 Billion
Q1 2021 May 19, 2025	BUY	$51.71 - $71.1 $1.68 Million - $2.3 Million	32,393 New	32,393 $2.15 Billion

Others Institutions Holding KRE

# of Institutions

647

Shares Held

96.5M

Call Options Held

48.3M

Put Options Held

62.6M

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

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heck Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heck Capital Advisors, LLC with notifications on news.