Soa Wealth Advisors, Llc. Spdr S&P Regional Banking ETF Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,915 shares of KRE stock, worth $111,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,915

Previous 2,107 9.11%

Holding current value

$111,338

Previous $118,000 4.24%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$48.81 - $59.48 $9,371 - $11,420	-192 Reduced 9.11%	1,915 $113,000
Q1 2025 Apr 14, 2025	BUY	$55.11 - $65.5 $55 - $65	1 Added 0.05%	2,107 $118,000
Q4 2024 Jan 28, 2025	SELL	$54.6 - $68.9 $105,378 - $132,977	-1,930 Reduced 47.82%	2,106 $127,000
Q3 2024 Oct 08, 2024	SELL	$47.94 - $59.23 $12,320 - $15,222	-257 Reduced 5.99%	4,036 $228,000
Q2 2024 Jul 17, 2024	BUY	$45.75 - $51.19 $45 - $51	1 Added 0.02%	4,293 $210,000
Q1 2024 Apr 10, 2024	BUY	$46.83 - $53.0 $46 - $53	1 Added 0.02%	4,292 $215,000
Q4 2023 Jan 10, 2024	BUY	$38.57 - $53.82 $77 - $107	2 Added 0.05%	4,291 $224,000
Q3 2023 Oct 10, 2023	BUY	$40.59 - $49.04 $40 - $49	1 Added 0.02%	4,289 $179,000
Q2 2023 Jul 07, 2023	BUY	$36.08 - $44.59 $86,628 - $107,060	2,401 Added 127.24%	4,288 $175,000
Q1 2023 Apr 28, 2023	BUY	$42.24 - $64.79 $77,763 - $119,278	1,841 Added 4002.17%	1,887 $82,000
Q4 2022 Jan 10, 2023	BUY	$56.83 - $65.49 $56 - $65	1 Added 2.22%	46 $0
Q2 2022 Jul 13, 2022	BUY	$56.85 - $68.24 $56 - $68	1 Added 2.27%	45 $2,000
Q1 2021 Apr 26, 2021	BUY	$51.71 - $71.1 $2,275 - $3,128	44 New	44 $2,000

Others Institutions Holding KRE

# of Institutions

655

Shares Held

102M

Call Options Held

50.5M

Put Options Held

66.2M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Spdr S&P Regional Banking ETF Transaction History