Capital Advisory Group Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-20	Closed	-$1K	–	172
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	200
2022 Q1	$1K	Buy	+20	New	+$1.46K	﹤0.01%	497
2021 Q1	–	Sell	-120	Closed	-$6K	–	537
2020 Q4	$6K	Buy	+120	New	+$5.49K	﹤0.01%	419
2019 Q1	–	Sell	-1,224	Closed	-$58K	–	423
2018 Q4	$58K	Buy	1,224 +9	+0.7%	+$481	0.05%	124
2018 Q3	$72K	Buy	1,215 +5	+0.4%	+$312	0.05%	120
2018 Q2	$74K	Sell	1,210 -100	-8%	-$6.27K	0.05%	113
2018 Q1	$79K	Buy	+1,310	New	+$81.3K	0.06%	112

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital Advisory Group Advisory Services's KRE Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in KRE in Q1 2018 and held it in 7 quarters. The position peaked at $79K in Q1 2018. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 20 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $79K in Q1 2018.
444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.