Center for Financial Planning’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-210	Closed	-$8.57K	–	555
2023 Q2	$8.57K	Hold	210	–	–	﹤0.01%	397
2023 Q1	$9.21K	Hold	210	–	–	﹤0.01%	366
2022 Q4	$12.3K	Hold	210	–	–	﹤0.01%	335
2022 Q3	$12K	Hold	210	–	–	﹤0.01%	337
2022 Q2	$12K	Hold	210	–	–	﹤0.01%	342
2022 Q1	$14K	Hold	210	–	–	﹤0.01%	344
2021 Q4	$15K	Hold	210	–	–	﹤0.01%	340
2021 Q3	$14K	Hold	210	–	–	﹤0.01%	329
2021 Q2	$14K	Hold	210	–	–	﹤0.01%	336
2021 Q1	$14K	Hold	210	–	–	﹤0.01%	344
2020 Q4	$11K	Buy	+210	New	+$9.6K	﹤0.01%	333

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Center for Financial Planning's KRE Position: Q3 2023 in Review

Center for Financial Planning sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 210 shares — an estimated $8.57K sold.

Center for Financial Planning first reported a position in KRE in Q4 2020 and held it in 11 quarters. The position peaked at $15K in Q4 2021. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

Center for Financial Planning reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 210 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $8.57K.
Center for Financial Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 11 quarters.
Center for Financial Planning's State Street SPDR S&P Regional Banking ETF position peaked at $15K in Q4 2021.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.