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

Clear Perspectives 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
2022 Q3	–	Sell	-907	Closed	-$53K	–	220
2022 Q2	$53K	Sell	907 -468	-34%	-$29.2K	0.02%	87
2022 Q1	$95K	Buy	+1,375	New	+$100K	0.04%	68

Other funds holding KRE

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Clear Perspectives Financial Planning's KRE Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 907 shares — an estimated $53K sold.

Clear Perspectives Financial Planning first reported a position in KRE in Q1 2022 and held it in 2 quarters. The position peaked at $95K in Q1 2022. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 907 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $53K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 2 quarters.
Clear Perspectives Financial Planning's State Street SPDR S&P Regional Banking ETF position peaked at $95K in Q1 2022.
444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.