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

Evoke Wealth’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
Q2 		– Sell
-4,780
Closed -$156K – 1132
2020
Q1 		$156K Buy
+4,780
New +$234K 0.02% 209

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Evoke Wealth's KRE Position: Q2 2020 in Review

Evoke Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2020, closing a stake of 4,780 shares — an estimated $156K sold.

Evoke Wealth first reported a position in KRE in Q1 2020 and held it in 1 quarter. The position peaked at $156K in Q1 2020. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2020.

  • Evoke Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 4,780 State Street SPDR S&P Regional Banking ETF shares in Q2 2020, an estimated $156K.
  • Evoke Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2020 and held it in 1 quarter.
  • Evoke Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $156K in Q1 2020.
  • 276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.