Brandywine Oak Private Wealth’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Brandywine Oak Private Wealth’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	-3,600	Closed	-$211K	–	273
2022 Q3	$211K	Sell	3,600 -595	-14%	-$37.2K	0.03%	278
2022 Q2	$243K	Sell	4,195 -74,147	-95%	-$4.63M	0.03%	277
2022 Q1	$5.4M	Buy	78,342 +5,655	+8%	+$412K	0.62%	31
2021 Q4	$5.45M	Buy	+72,687	New	+$5.2M	0.59%	33
2019 Q1	–	Sell	-128	Closed	-$5K	–	436
2018 Q4	$5K	Buy	+128	New	+$6.84K	﹤0.01%	563

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

Brandywine Oak Private Wealth's KRE Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 3,600 shares — an estimated $211K sold.

Brandywine Oak Private Wealth first reported a position in KRE in Q4 2018 and held it in 5 quarters. The position peaked at $5.45M in Q4 2021. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,600 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $211K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $5.45M 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 Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.