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

Cambridge 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
2022 Q2	–	Sell	-5,409	Closed	-$373K	–	188
2022 Q1	$373K	Buy	5,409 +744	+16%	+$54.2K	0.09%	137
2021 Q4	$330K	Buy	4,665 +4	+0.1%	+$286	0.07%	151
2021 Q3	$316K	Buy	4,661 +3	+0.1%	+$193	0.08%	151
2021 Q2	$305K	Buy	4,658 +4	+0.1%	+$273	0.07%	147
2021 Q1	$309K	Buy	4,654 +3	+0.1%	+$187	0.08%	143
2020 Q4	$242K	Buy	+4,651	New	+$213K	0.07%	144
2020 Q3	–	Sell	-5,940	Closed	-$228K	–	151
2020 Q2	$228K	Sell	5,940 -3,190	-35%	-$117K	0.07%	133
2020 Q1	$298K	Sell	9,130 -3,799	-29%	-$186K	0.11%	111
2019 Q4	$753K	Sell	12,929 -873	-6%	-$48.4K	0.23%	75
2019 Q3	$729K	Sell	13,802 -91	-0.7%	-$4.75K	0.24%	70
2019 Q2	$742K	Sell	13,893 -91	-0.7%	-$4.86K	0.24%	73
2019 Q1	$718K	Sell	13,984 -417	-3%	-$22.3K	0.24%	73
2018 Q4	$674K	Sell	14,401 -4,482	-24%	-$240K	0.25%	73
2018 Q3	$1.12M	Buy	18,883 +62	+0.3%	+$3.87K	0.38%	49
2018 Q2	$1.15M	Buy	18,821 +3,620	+24%	+$227K	0.41%	50
2018 Q1	$918K	Buy	15,201 +820	+6%	+$50.9K	0.33%	60
2017 Q4	$846K	Buy	14,381 +4,996	+53%	+$287K	0.31%	61
2017 Q3	$533K	Buy	9,385 +1,025	+12%	+$55.1K	0.2%	81
2017 Q2	$459K	Buy	+8,360	New	+$450K	0.19%	88

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Advisors's KRE Position: Q2 2022 in Review

Cambridge Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 5,409 shares — an estimated $373K sold.

Cambridge Advisors first reported a position in KRE in Q2 2017 and held it in 19 quarters. The position peaked at $1.15M in Q2 2018. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Cambridge Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
Cambridge Advisors sold 5,409 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $373K.
Cambridge Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and held it in 19 quarters.
Cambridge Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.15M in Q2 2018.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Cambridge Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.