Taylor & Morgan Wealth Management, LLC Spdr S&P Regional Banking ETF Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 19,505 shares of KRE stock, worth $1.25 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

19,505

Previous 24,854 21.52%

Holding current value

$1.25 Million

Previous $1.41 Million 16.29%

% of portfolio

0.85%

Previous 0.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.6 - $68.9 $292,055 - $368,546	-5,349 Reduced 21.52%	19,505 $1.18 Million
Q3 2024 Oct 24, 2024	SELL	$47.94 - $59.23 $37,441 - $46,258	-781 Reduced 3.05%	24,854 $1.41 Million
Q2 2024 Jul 16, 2024	SELL	$45.75 - $51.19 $707,569 - $791,704	-15,466 Reduced 37.63%	25,635 $1.26 Million
Q1 2024 Apr 15, 2024	SELL	$46.83 - $53.0 $714,719 - $808,886	-15,262 Reduced 27.08%	41,101 $2.07 Million
Q4 2023 Jan 10, 2024	SELL	$38.57 - $53.82 $698,888 - $975,218	-18,120 Reduced 24.33%	56,363 $2.96 Million
Q3 2023 Oct 05, 2023	BUY	$40.59 - $49.04 $44,364 - $53,600	1,093 Added 1.49%	74,483 $3.11 Million
Q2 2023 Jul 13, 2023	BUY	$36.08 - $44.59 $1.31 Million - $1.62 Million	36,305 Added 97.9%	73,390 $3 Million
Q1 2023 Apr 06, 2023	BUY	$42.24 - $64.79 $429,792 - $659,238	10,175 Added 37.81%	37,085 $1.63 Million
Q4 2022 Jan 17, 2023	SELL	$56.83 - $65.49 $72,799 - $83,892	-1,281 Reduced 4.54%	26,910 $0
Q3 2022 Oct 12, 2022	SELL	$56.83 - $68.54 $182,026 - $219,533	-3,203 Reduced 10.2%	28,191 $1.66 Million
Q2 2022 Jul 08, 2022	SELL	$56.85 - $68.24 $8,356 - $10,031	-147 Reduced 0.47%	31,394 $1.82 Million
Q1 2022 Apr 18, 2022	SELL	$67.01 - $78.78 $164,174 - $193,011	-2,450 Reduced 7.21%	31,541 $2.17 Million
Q4 2021 Jan 21, 2022	BUY	$66.81 - $75.45 $2.27 Million - $2.56 Million	33,991 New	33,991 $2.41 Million

Others Institutions Holding KRE

# of Institutions

625

Shares Held

73.1M

Call Options Held

39.3M

Put Options Held

82.6M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

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Taylor & Morgan Wealth Management, LLC Spdr S&P Regional Banking ETF Transaction History