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

BDO Wealth Advisors’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
2023 Q2	$9.8K	Hold	240	–	–	﹤0.01%	699
2023 Q1	$10.5K	Hold	240	–	–	﹤0.01%	693
2022 Q4	$14.1K	Sell	240 -400	-63%	-$24.6K	﹤0.01%	631
2022 Q3	$38K	Buy	640 +400	+167%	+$25K	0.01%	451
2022 Q2	$14K	Hold	240	–	–	﹤0.01%	626
2022 Q1	$17K	Hold	240	–	–	﹤0.01%	623
2021 Q4	$17K	Hold	240	–	–	﹤0.01%	652
2021 Q3	$16K	Sell	240 -880	-79%	-$56.6K	﹤0.01%	654
2021 Q2	$73K	Hold	1,120	–	–	0.01%	409
2021 Q1	$74K	Buy	+1,120	New	+$69.9K	0.01%	394
2020 Q1	–	Sell	-768	Closed	-$45K	–	784
2019 Q4	$45K	Hold	768	–	–	0.01%	309
2019 Q3	$41K	Sell	768 -422	-35%	-$22K	0.01%	336
2019 Q2	$64K	Sell	1,190 -1,940	-62%	-$104K	0.02%	281
2019 Q1	$161K	Buy	+3,130	New	+$167K	0.05%	186

Other funds holding KRE

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

BDO Wealth Advisors's KRE Position: Q2 2023 in Review

BDO Wealth Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2023 at 240 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

BDO Wealth Advisors first reported a position in KRE in Q1 2019 and has held it in 14 quarters since. The position peaked at $161K in Q1 2019. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

BDO Wealth Advisors held 240 shares of State Street SPDR S&P Regional Banking ETF worth $9.8K as of Q2 2023.
BDO Wealth Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2023.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #699 holding.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2019 and has held it in 14 quarters since.
BDO Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $161K in Q1 2019.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.