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

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
581
Shares Held
78M
Call Options Held
32.3M
Put Options Held
71.8M
View Full List

About SPDR S&P REGIONAL BANKING ETF

KRE Quotes by TradingView
  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email