Winch Advisory Services, LLC Spdr S&P Regional Banking ETF Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 249 shares of KRE stock, worth $15,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares

249

Previous 717 65.27%

Holding current value

$15,948

Previous $40,000 62.5%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$54.6 - $68.9 $25,552 - $32,245	-468 Reduced 65.27%	249 $15,000
Q3 2024 Oct 21, 2024	BUY	$47.94 - $59.23 $95 - $118	2 Added 0.28%	717 $40,000
Q2 2024 Jul 31, 2024	SELL	$45.75 - $51.19 $40,763 - $45,610	-891 Reduced 55.48%	715 $35,000
Q1 2024 May 14, 2024	BUY	$46.83 - $53.0 $421 - $477	9 Added 0.56%	1,606 $80,000
Q4 2023 Jan 18, 2024	BUY	$38.57 - $53.82 $347 - $484	9 Added 0.57%	1,597 $83,000
Q3 2023 Nov 06, 2023	SELL	$40.59 - $49.04 $1,988 - $2,402	-49 Reduced 2.99%	1,588 $66,000
Q2 2023 Aug 08, 2023	BUY	$36.08 - $44.59 $49,140 - $60,731	1,362 Added 495.27%	1,637 $67,000
Q1 2023 May 10, 2023	BUY	$42.24 - $64.79 $11,616 - $17,817	275 New	275 $12,000
Q2 2022 Aug 12, 2022	SELL	$56.85 - $68.24 $1,307 - $1,569	-23 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$63.66 - $71.33 $1,464 - $1,640	23 New	23 $2,000
Q2 2018 Aug 13, 2018	SELL	N/A	-257 Closed	0 $0
Q1 2018 May 11, 2018	SELL	N/A	-94 Reduced 26.78%	257 $16,000
Q4 2017 Feb 13, 2018	BUY	N/A	256 Added 269.47%	351 $21,000
Q3 2017 Nov 13, 2017	BUY	N/A	95	95 $5,000

Others Institutions Holding KRE

# of Institutions

627

Shares Held

73.5M

Call Options Held

39.2M

Put Options Held

82.7M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Spdr S&P Regional Banking ETF Transaction History