Strategic Wealth Partners, Ltd. Spdr S&P Regional Banking ETF Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 20, 2024	SELL	$46.83 - $53.0 $197,903 - $223,978	-4,226 Closed	0 $0
Q4 2023 May 20, 2024	BUY	$38.57 - $53.82 $162,996 - $227,443	4,226 New	4,226 $221,000
Q3 2023 May 20, 2024	SELL	$40.59 - $49.04 $1.57 Million - $1.89 Million	-38,612 Closed	0 $0
Q2 2023 May 20, 2024	BUY	$36.08 - $44.59 $1.39 Million - $1.72 Million	38,612 New	38,612 $1.58 Million
Q3 2022 Apr 24, 2023	SELL	$56.83 - $68.54 $3.08 Million - $3.72 Million	-54,249 Closed	0 $0
Q2 2022 Aug 22, 2022	BUY	$56.85 - $68.24 $249,855 - $299,914	4,395 Added 8.82%	54,249 $3.15 Million
Q1 2022 May 19, 2022	BUY	$67.01 - $78.78 $3.34 Million - $3.93 Million	49,854 New	49,854 $0
Q3 2018 Dec 06, 2018	SELL	N/A	-29 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	N/A	29 New	29 $2,000

Others Institutions Holding KRE

# of Institutions

580

Shares Held

79.1M

Call Options Held

32.3M

Put Options Held

71.8M

Goldman Sachs Group Inc New York, NY

7.15M
Shares

$478 Million
0.06% of portfolio
Morgan Stanley New York, NY

7.08M
Shares

$473 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

6.7M
Shares

$448 Million
0.97% of portfolio
Bank Of America Corp Charlotte, NC

5.54M
Shares

$370 Million
0.02% of portfolio
Citigroup Inc

5.26M
Shares

$352 Million
0.17% of portfolio

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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