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

Axiom 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
2022 Q4	–	Sell	-100	Closed	-$6K	–	255
2022 Q3	$6K	Buy	+100	New	+$6.25K	0.01%	281
2022 Q1	–	Sell	-1,300	Closed	-$91K	–	128
2021 Q4	$91K	Buy	+1,300	New	+$93K	0.09%	118
2021 Q3	–	Sell	-1,300	Closed	-$85K	–	152
2021 Q2	$85K	Buy	1,300 +1,200	+1,200%	+$82K	0.07%	135
2021 Q1	$7K	Buy	100 +48	+92%	+$3K	0.01%	183
2020 Q4	$5	Sell	52 -48	-48%	-$2.19K	﹤0.01%	129
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	130
2020 Q2	$4K	Buy	+100	New	+$3.66K	0.01%	118
2019 Q4	–	Sell	-100	Closed	-$5K	–	182
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	204
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	440
2019 Q1	$5K	Buy	+100	New	+$5.34K	﹤0.01%	421

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Axiom Investment Management's KRE Position: Q4 2022 in Review

Axiom Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Axiom Investment Management first reported a position in KRE in Q1 2019 and held it in 10 quarters. The position peaked at $91K in Q4 2021. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Axiom Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 100 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $6K.
Axiom Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2019 and held it in 10 quarters.
Axiom Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $91K in Q4 2021.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.