Tobias Financial Advisors, Inc. Spdr S&P Regional Banking ETF Transaction History

Tobias Financial Advisors, Inc.

$431 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	N/A	-590 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	N/A	590 New	590 $34,000

Others Institutions Holding KRE

# of Institutions

600

Shares Held

76.5M

Call Options Held

35.9M

Put Options Held

73.8M

Goldman Sachs Group Inc New York, NY

7.84M
Shares

$376 Million
0.07% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$348 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

5.7M
Shares

$273 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

4.01M
Shares

$192 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.73M
Shares

$179 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.