Dynamic Advisor Solutions’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Dynamic Advisor Solutions’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	-9,586	Closed	-$557K	–	723
2022 Q2	$557K	Sell	9,586 -1,427	-13%	-$89.1K	0.04%	367
2022 Q1	$759K	Buy	+11,013	New	+$802K	0.05%	329
2021 Q3	–	Sell	-35,989	Closed	-$2.36M	–	781
2021 Q2	$2.36M	Buy	35,989 +909	+3%	+$62.1K	0.19%	130
2021 Q1	$2.33M	Buy	+35,080	New	+$2.19M	0.22%	112

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

Dynamic Advisor Solutions's KRE Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 9,586 shares — an estimated $557K sold.

Dynamic Advisor Solutions first reported a position in KRE in Q1 2021 and held it in 4 quarters. The position peaked at $2.36M in Q2 2021. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Dynamic Advisor Solutions reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 9,586 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $557K.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 4 quarters.
Dynamic Advisor Solutions's State Street SPDR S&P Regional Banking ETF position peaked at $2.36M in Q2 2021.
444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.