DBIA
KRE icon

Dumont & Blake Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Dumont & Blake Investment 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
2023
Q2 		– Sell
-7,151
Closed -$314K – 192
2023
Q1 		$314K Sell
7,151
-3,040
-30% -$172K 0.11% 154
2022
Q4 		$599K Sell
10,191
-1,692
-14% -$104K 0.21% 110
2022
Q3 		$700K Sell
11,883
-125
-1% -$7.82K 0.26% 95
2022
Q2 		$698K Sell
12,008
-122
-1% -$7.62K 0.23% 111
2022
Q1 		$836K Buy
12,130
+4,878
+67% +$355K 0.23% 112
2021
Q4 		$514K Sell
7,252
-25
-0.3% -$1.79K 0.13% 137
2021
Q3 		$493K Buy
7,277
+30
+0.4% +$1.93K 0.14% 139
2021
Q2 		$475K Hold
7,247
– – 0.14% 141
2021
Q1 		$481K Sell
7,247
-50
-0.7% -$3.12K 0.15% 131
2020
Q4 		$379K Sell
7,297
-233
-3% -$10.7K 0.13% 139
2020
Q3 		$269K Sell
7,530
-50
-0.7% -$1.89K 0.1% 151
2020
Q2 		$291K Sell
7,580
-175
-2% -$6.4K 0.12% 141
2020
Q1 		$253K Sell
7,755
-25
-0.3% -$1.22K 0.13% 141
2019
Q4 		$453K Hold
7,780
– – 0.18% 130
2019
Q3 		$411K Sell
7,780
-140
-2% -$7.31K 0.17% 134
2019
Q2 		$423K Sell
7,920
-75
-0.9% -$4K 0.18% 134
2019
Q1 		$410K Buy
7,995
+50
+0.6% +$2.67K 0.17% 130
2018
Q4 		$372K Sell
7,945
-540
-6% -$28.9K 0.17% 130
2018
Q3 		$504K Hold
8,485
– – 0.2% 131
2018
Q2 		$518K Buy
8,485
+250
+3% +$15.7K 0.22% 124
2018
Q1 		$497K Buy
8,235
+40
+0.5% +$2.48K 0.21% 123
2017
Q4 		$482K Sell
8,195
-75
-0.9% -$4.31K 0.2% 130
2017
Q3 		$469K Buy
8,270
+145
+2% +$7.79K 0.2% 128
2017
Q2 		$446K Hold
8,125
– – 0.2% 127
2017
Q1 		$444K Buy
+8,125
New +$455K 0.2% 130

Other funds holding KRE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dumont & Blake Investment Advisors's KRE Position: Q2 2023 in Review

Dumont & Blake Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 7,151 shares — an estimated $314K sold.

Dumont & Blake Investment Advisors first reported a position in KRE in Q1 2017 and held it in 25 quarters. The position peaked at $836K in Q1 2022. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

  • Dumont & Blake Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7,151 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $314K.
  • Dumont & Blake Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 25 quarters.
  • Dumont & Blake Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $836K in Q1 2022.
  • 480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.