United Capital Financial Advisers, LLC Spdr S&P Regional Banking ETF Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 52,800 shares of KRE stock, worth $3.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

52,800

Previous 60,700 13.01%

Holding current value

$3.14 Million

Previous $3.45 Million 9.13%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$46.83 - $53.0 $9,506 - $10,759	-203 Reduced 0.41%	49,588 $2.49 Million
Q4 2023 Feb 14, 2024	SELL	$38.57 - $53.82 $565,204 - $788,678	-14,654 Reduced 22.74%	49,791 $2.61 Million
Q3 2023 Nov 14, 2023	BUY	$40.59 - $49.04 $1.41 Million - $1.71 Million	34,839 Added 117.68%	64,445 $2.69 Million
Q2 2023 Aug 14, 2023	BUY	$36.08 - $44.59 $187,724 - $232,001	5,203 Added 21.32%	29,606 $1.21 Million
Q1 2023 Aug 14, 2023	SELL	$42.24 - $64.79 $219,774 - $337,102	-5,203 Reduced 17.57%	24,403 $1.07 Million
Q1 2023 May 15, 2023	SELL	$42.24 - $64.79 $75,947 - $116,492	-1,798 Reduced 6.86%	24,403 $1.07 Million
Q4 2022 Feb 14, 2023	SELL	$56.83 - $65.49 $4,716 - $5,435	-83 Reduced 0.32%	26,201 $1.54 Million
Q3 2022 Nov 14, 2022	SELL	$56.83 - $68.54 $120,536 - $145,373	-2,121 Reduced 7.47%	26,284 $1.55 Million
Q2 2022 Aug 11, 2022	SELL	$56.85 - $68.24 $180,498 - $216,661	-3,175 Reduced 10.05%	28,405 $1.65 Million
Q1 2022 May 16, 2022	SELL	$67.01 - $78.78 $79,272 - $93,196	-1,183 Reduced 3.61%	31,580 $2.18 Million
Q4 2021 Feb 14, 2022	SELL	$66.81 - $75.45 $103,087 - $116,419	-1,543 Reduced 4.5%	32,763 $2.32 Million
Q3 2021 Nov 15, 2021	BUY	$59.87 - $68.61 $29,635 - $33,961	495 Added 1.46%	34,306 $2.32 Million
Q2 2021 Aug 13, 2021	SELL	$63.66 - $71.33 $113,123 - $126,753	-1,777 Reduced 4.99%	33,811 $2.22 Million
Q1 2021 May 14, 2021	SELL	$51.71 - $71.1 $43,643 - $60,008	-844 Reduced 2.32%	35,588 $2.36 Million
Q4 2020 Feb 17, 2021	SELL	$35.92 - $51.95 $136,531 - $197,461	-3,801 Reduced 9.45%	36,432 $1.89 Million
Q3 2020 Nov 13, 2020	SELL	$33.9 - $41.18 $245,876 - $298,678	-7,253 Reduced 15.27%	40,233 $1.44 Million
Q2 2020 Aug 13, 2020	SELL	$29.52 - $46.02 $387,892 - $604,702	-13,140 Reduced 21.67%	47,486 $1.82 Million
Q1 2020 May 15, 2020	SELL	$28.13 - $58.41 $7.28 Million - $15.1 Million	-258,885 Reduced 81.03%	60,626 $1.98 Million
Q4 2019 Feb 14, 2020	SELL	$50.18 - $59.22 $657,207 - $775,604	-13,097 Reduced 3.94%	319,511 $18.6 Million
Q3 2019 Nov 14, 2019	BUY	$52.26 - $54.6 $563,519 - $588,751	10,783 Added 3.35%	332,608 $17.6 Million
Q2 2019 Aug 13, 2019	BUY	N/A	40,730 Added 14.49%	321,825 $17.2 Million
Q1 2019 May 14, 2019	BUY	N/A	7,710 Added 2.82%	281,095 $14.4 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,385 Added 1.25%	273,385 $12.8 Million
Q3 2018 Nov 14, 2018	BUY	N/A	971 Added 0.36%	270,000 $16 Million
Q2 2018 Aug 14, 2018	BUY	N/A	6,981 Added 2.66%	269,029 $16.4 Million
Q1 2018 May 15, 2018	SELL	N/A	-5,241 Reduced 1.96%	262,048 $15.8 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-400 Reduced 0.15%	267,289 $15.9 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-3,959 Reduced 1.46%	267,689 $15.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	271,648	271,648 $14.9 Million

Others Institutions Holding KRE

# of Institutions

643

Shares Held

92.3M

Call Options Held

32.5M

Put Options Held

63.4M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Spdr S&P Regional Banking ETF Transaction History