Certified Advisory Corp’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Certified Advisory Corp’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
2020 Q2	–	Sell	-2,006	Closed	-$65K	–	786
2020 Q1	$65K	Buy	2,006 +9	+0.5%	+$441	0.03%	240
2019 Q4	$116K	Sell	1,997 -1,677	-46%	-$93K	0.04%	225
2019 Q3	$194K	Sell	3,674 -510	-12%	-$26.6K	0.07%	185
2019 Q2	$224K	Sell	4,184 -458	-10%	-$24.5K	0.08%	167
2019 Q1	$238K	Sell	4,642 -1,137	-20%	-$60.7K	0.1%	150
2018 Q4	$270K	Sell	5,779 -931	-14%	-$49.8K	0.14%	120
2018 Q3	$399K	Buy	6,710 +106	+2%	+$6.61K	0.18%	103
2018 Q2	$403K	Buy	6,604 +69	+1%	+$4.33K	0.22%	97
2018 Q1	$394K	Sell	6,535 -555	-8%	-$34.5K	0.23%	100
2017 Q4	$417K	Buy	+7,090	New	+$407K	0.3%	72

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Certified Advisory Corp's KRE Position: Q2 2020 in Review

Certified Advisory Corp sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2020, closing a stake of 2,006 shares — an estimated $65K sold.

Certified Advisory Corp first reported a position in KRE in Q4 2017 and held it in 10 quarters. The position peaked at $417K in Q4 2017. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2020.

Certified Advisory Corp reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 2,006 State Street SPDR S&P Regional Banking ETF shares in Q2 2020, an estimated $65K.
Certified Advisory Corp first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 10 quarters.
Certified Advisory Corp's State Street SPDR S&P Regional Banking ETF position peaked at $417K in Q4 2017.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.