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

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-236
Closed -$10.4K – 1095
2023
Q1 		$10.4K Buy
+236
New +$13.4K ﹤0.01% 602
2020
Q3 		– Sell
-893
Closed -$34K – 974
2020
Q2 		$34K Buy
+893
New +$32.7K 0.01% 239

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Carolinas Wealth Consulting's KRE Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 236 shares — an estimated $10.4K sold.

Carolinas Wealth Consulting first reported a position in KRE in Q2 2020 and held it in 2 quarters. The position peaked at $34K in Q2 2020. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 236 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $10.4K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's State Street SPDR S&P Regional Banking ETF position peaked at $34K in Q2 2020.
  • 480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.