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

Aspen Investment 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
2018 Q4	–	Sell	-17,639	Closed	-$1.05M	–	138
2018 Q3	$1.05M	Buy	17,639 +803	+5%	+$50.1K	0.69%	43
2018 Q2	$1.03M	Sell	16,836 -770	-4%	-$48.3K	0.71%	41
2018 Q1	$1.06M	Buy	+17,606	New	+$1.09M	0.76%	41

Other funds holding KRE

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Aspen Investment Management's KRE Position: Q4 2018 in Review

Aspen Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 17,639 shares — an estimated $1.05M sold.

Aspen Investment Management first reported a position in KRE in Q1 2018 and held it in 3 quarters. The position peaked at $1.06M in Q1 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Aspen Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
Aspen Investment Management sold 17,639 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $1.05M.
Aspen Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 3 quarters.
Aspen Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.06M in Q1 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.