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

Cornerstone Wealth Group’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 Q2	–	Sell	-199,616	Closed	-$8.76M	–	151
2023 Q1	$8.76M	Buy	+199,616	New	+$11.3M	1.56%	13
2021 Q2	–	Sell	-27,760	Closed	-$1.84M	–	155
2021 Q1	$1.84M	Sell	27,760 -30,167	-52%	-$1.88M	0.37%	90
2020 Q4	$3.01M	Buy	+57,927	New	+$2.65M	0.74%	37

Other funds holding KRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Cornerstone Wealth Group's KRE Position: Q2 2023 in Review

Cornerstone Wealth Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 199,616 shares — an estimated $8.76M sold.

Cornerstone Wealth Group first reported a position in KRE in Q4 2020 and held it in 3 quarters. The position peaked at $8.76M in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Cornerstone Wealth Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Wealth Group sold 199,616 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $8.76M.
Cornerstone Wealth Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 3 quarters.
Cornerstone Wealth Group's State Street SPDR S&P Regional Banking ETF position peaked at $8.76M in Q1 2023.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Cornerstone Wealth Group's 13F filing for Q2 2023, filed 2 Aug 2023.