CWP
KRE icon

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

CFM Wealth Partners’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
Q3 		– Sell
-2,604
Closed -$99K – 327
2020
Q2 		$99K Sell
2,604
-2,011
-44% -$73.6K 0.04% 198
2020
Q1 		$150K Hold
4,615
– – 0.07% 162
2019
Q4 		$265K Buy
+4,615
New +$256K 0.1% 127

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CFM Wealth Partners's KRE Position: Q3 2020 in Review

CFM Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 2,604 shares — an estimated $99K sold.

CFM Wealth Partners first reported a position in KRE in Q4 2019 and held it in 3 quarters. The position peaked at $265K in Q4 2019. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

  • CFM Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,604 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $99K.
  • CFM Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $265K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.