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

Curi Wealth Management’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	-105	Closed	-$6K	–	469
2022 Q2	$6K	Sell	105 -49	-32%	-$3.06K	﹤0.01%	433
2022 Q1	$10K	Hold	154	–	–	﹤0.01%	361
2021 Q4	$10K	Buy	+154	New	+$11K	﹤0.01%	321
2021 Q1	–	Sell	-188	Closed	-$9K	–	304
2020 Q4	$9K	Buy	+188	New	+$8.6K	0.01%	264

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

Curi Wealth Management's KRE Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 105 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in KRE in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Curi Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 105 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $6K.
Curi Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $10K 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 Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.