Congress Wealth Management LLC Spdr S&P Regional Banking ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,432 shares of KRE stock, worth $513,677. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,432

Previous 8,428 0.05%

Holding current value

$513,677

Previous $479,000 4.38%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$48.81 - $59.48 $195 - $237	4 Added 0.05%	8,432 $500,000
Q1 2025 May 14, 2025	BUY	$55.11 - $65.5 $464,467 - $552,034	8,428 New	8,428 $479,000
Q4 2022 Feb 02, 2023	SELL	$56.83 - $65.49 $154,748 - $178,329	-2,723 Reduced 5.72%	44,914 $2.64 Million
Q3 2022 Nov 08, 2022	SELL	$56.83 - $68.54 $121,786 - $146,881	-2,143 Reduced 4.3%	47,637 $2.81 Million
Q2 2022 Aug 11, 2022	SELL	$56.85 - $68.24 $271,743 - $326,187	-4,780 Reduced 8.76%	49,780 $2.89 Million

Q1 2022 May 16, 2022	SELL	$67.01 - $78.78 $1.62 Million - $1.9 Million	-24,181 Reduced 30.71%	54,560 $3.76 Million
Q4 2021 Feb 04, 2022	BUY	$66.81 - $75.45 $5.26 Million - $5.94 Million	78,741 New	78,741 $5.58 Million

Others Institutions Holding KRE

# of Institutions

674

Shares Held

95M

Call Options Held

53.9M

Put Options Held

72.4M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

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Congress Wealth Management LLC Spdr S&P Regional Banking ETF Transaction History