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

Bruderman Asset 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
2019 Q2	–	Sell	-200	Closed	-$10K	–	351
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	444
2018 Q4	$9K	Sell	200 -72,347	-100%	-$3.87M	﹤0.01%	441
2018 Q3	$4.31M	Buy	72,547 +12,895	+22%	+$804K	0.99%	41
2018 Q2	$3.64M	Buy	+59,652	New	+$3.74M	0.89%	46
2016 Q3	–	Sell	-330	Closed	-$13K	–	391
2016 Q2	$13K	Hold	330	–	–	﹤0.01%	297
2016 Q1	$12K	Sell	330 -10,362	-97%	-$381K	﹤0.01%	306
2015 Q4	$448K	Buy	10,692 +10,362	+3,140%	+$448K	0.17%	83
2015 Q3	$14K	Hold	330	–	–	0.01%	312
2015 Q2	$15K	Hold	330	–	–	0.01%	315
2015 Q1	$13K	Buy	+330	New	+$13K	0.01%	326

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bruderman Asset Management's KRE Position: Q2 2019 in Review

Bruderman Asset Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 200 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in KRE in Q1 2015 and held it in 10 quarters. The position peaked at $4.31M in Q3 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Bruderman Asset Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 200 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $10K.
Bruderman Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $4.31M in Q3 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.