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

BerganKDV 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
Q1 		– Sell
-278
Closed -$20K – 1048
2021
Q4 		$20K Buy
+278
New +$19.9K ﹤0.01% 545

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BerganKDV Wealth Management's KRE Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2022, closing a stake of 278 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in KRE in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 527 funds tracked by Wall St. Rank hold KRE as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 278 State Street SPDR S&P Regional Banking ETF shares in Q1 2022, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $20K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.