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Dowling & Yahnke’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-600
Closed -$35K – 353
2019
Q4 		$35K Buy
+600
New +$33.3K ﹤0.01% 326

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dowling & Yahnke's KRE Position: Q1 2020 in Review

Dowling & Yahnke sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 600 shares — an estimated $35K sold.

Dowling & Yahnke first reported a position in KRE in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

  • Dowling & Yahnke reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 600 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $35K.
  • Dowling & Yahnke first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's State Street SPDR S&P Regional Banking ETF position peaked at $35K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.