Clear Perspective Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$330K	Buy	4,660 +760	+19%	+$54.4K	0.1%	132
2021 Q3	$264K	Buy	+3,900	New	+$251K	0.09%	137
2020 Q1	–	Sell	-9,092	Closed	-$530K	–	123
2019 Q4	$530K	Sell	9,092 -13,614	-60%	-$755K	0.33%	75
2019 Q3	$1.21M	Buy	22,706 +9,791	+76%	+$511K	0.55%	39
2019 Q2	$690K	Sell	12,915 -919	-7%	-$49.1K	0.44%	56
2019 Q1	$710K	Sell	13,834 -993	-7%	-$53K	0.5%	52
2018 Q4	$694K	Sell	14,827 -4,406	-23%	-$236K	0.58%	51
2018 Q3	$1.14M	Buy	19,233 +1,047	+6%	+$65.3K	0.85%	30
2018 Q2	$1.11M	Buy	18,186 +8,085	+80%	+$507K	0.78%	27
2018 Q1	$610K	Buy	10,101 +1,203	+14%	+$74.7K	0.46%	63
2017 Q4	$524K	Buy	8,898 +551	+7%	+$31.7K	0.4%	73
2017 Q3	$474K	Sell	8,347 -7,764	-48%	-$417K	0.39%	71
2017 Q2	$885K	Sell	16,111 -339	-2%	-$18.2K	0.74%	40
2017 Q1	$898K	Buy	16,450 +4,775	+41%	+$267K	0.59%	40
2016 Q4	$649K	Buy	+11,675	New	+$572K	0.43%	54

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's KRE Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 19% in Q4 2021, buying an estimated $54.4K and bringing the position to 4,660 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #132.

Clear Perspective Advisors first reported a position in KRE in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2019. 497 funds tracked by Wall St. Rank hold KRE as of Q4 2021.

Clear Perspective Advisors held 4,660 shares of State Street SPDR S&P Regional Banking ETF worth $330K as of Q4 2021.
Clear Perspective Advisors bought 760 State Street SPDR S&P Regional Banking ETF shares in Q4 2021, an estimated $54.4K.
State Street SPDR S&P Regional Banking ETF made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #132 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 15 quarters since.
Clear Perspective Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.21M in Q3 2019.
497 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.