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

Avitas 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
2022 Q3	–	Sell	-3,943	Closed	-$229K	–	203
2022 Q2	$229K	Sell	3,943 -3,490	-47%	-$218K	0.05%	180
2022 Q1	$512K	Buy	7,433 +25	+0.3%	+$1.82K	0.09%	159
2021 Q4	$525K	Sell	7,408 -97	-1%	-$6.94K	0.09%	157
2021 Q3	$508K	Sell	7,505 -57	-0.8%	-$3.67K	0.09%	163
2021 Q2	$496K	Buy	7,562 +1,393	+23%	+$95.2K	0.09%	175
2021 Q1	$409K	Buy	+6,169	New	+$385K	0.08%	189
2018 Q4	–	Sell	-39,780	Closed	-$2.36M	–	167
2018 Q3	$2.36M	Buy	39,780 +3,091	+8%	+$193K	0.67%	70
2018 Q2	$2.24M	Buy	+36,689	New	+$2.3M	0.7%	71

Other funds holding KRE

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Avitas Wealth Management's KRE Position: Q3 2022 in Review

Avitas Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 3,943 shares — an estimated $229K sold.

Avitas Wealth Management first reported a position in KRE in Q2 2018 and held it in 8 quarters. The position peaked at $2.36M in Q3 2018. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Avitas Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 3,943 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $229K.
Avitas Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 8 quarters.
Avitas Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $2.36M in Q3 2018.
444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.