1776 Wealth’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

1776 Wealth’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,860	Closed	-$71K	–	219
2020 Q2	$71K	Sell	1,860 -731	-28%	-$26.7K	0.05%	168
2020 Q1	$111K	Buy	2,591 +1,519	+142%	+$74.4K	0.05%	177
2019 Q4	$62K	Buy	+1,072	New	+$59.4K	0.05%	167

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1776 Wealth's KRE Position: Q3 2020 in Review

1776 Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 1,860 shares — an estimated $71K sold.

1776 Wealth first reported a position in KRE in Q4 2019 and held it in 3 quarters. The position peaked at $111K in Q1 2020. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

1776 Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,860 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $71K.
1776 Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $111K in Q1 2020.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.