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

Buckingham Strategic 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
2017
Q3 		– Sell
-4,481
Closed -$246K – 301
2017
Q2 		$246K Sell
4,481
-7,855
-64% -$423K 0.06% 246
2017
Q1 		$674K Buy
+12,336
New +$690K 0.2% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Buckingham Strategic Wealth's KRE Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2017, closing a stake of 4,481 shares — an estimated $246K sold.

Buckingham Strategic Wealth first reported a position in KRE in Q1 2017 and held it in 2 quarters. The position peaked at $674K in Q1 2017. 337 funds tracked by Wall St. Rank hold KRE as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,481 State Street SPDR S&P Regional Banking ETF shares in Q3 2017, an estimated $246K.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 2 quarters.
  • Buckingham Strategic Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $674K in Q1 2017.
  • 337 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.