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

Aries Wealth Management’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 Q1	–	Sell	-4,603	Closed	-$264K	–	143
2019 Q4	$264K	Sell	4,603 -145	-3%	-$8.04K	0.16%	123
2019 Q3	$248K	Sell	4,748 -5,750	-55%	-$300K	0.16%	122
2019 Q2	$568K	Sell	10,498 -1,036	-9%	-$55.3K	0.4%	70
2019 Q1	$592K	Buy	11,534 +36	+0.3%	+$1.92K	0.44%	62
2018 Q4	$538K	Sell	11,498 -1,725	-13%	-$92.2K	0.57%	58
2018 Q3	$786K	Hold	13,223	–	–	0.71%	44
2018 Q2	$813K	Buy	13,223 +1,500	+13%	+$94K	0.75%	41
2018 Q1	$709K	Buy	11,723 +2,950	+34%	+$183K	0.69%	48
2017 Q4	$553K	Buy	+8,773	New	+$504K	0.51%	60

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Aries Wealth Management's KRE Position: Q1 2020 in Review

Aries Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 4,603 shares — an estimated $264K sold.

Aries Wealth Management first reported a position in KRE in Q4 2017 and held it in 9 quarters. The position peaked at $813K in Q2 2018. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

Aries Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
Aries Wealth Management sold 4,603 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $264K.
Aries Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 9 quarters.
Aries Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $813K in Q2 2018.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Aries Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.