EWM
KRE icon

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

Executive 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
2019
Q3 		– Sell
-29
Closed -$2K – 494
2019
Q2 		$2K Hold
29
– – ﹤0.01% 808
2019
Q1 		$1K Hold
29
– – ﹤0.01% 788
2018
Q4 		$1K Buy
+29
New +$1.55K ﹤0.01% 827

Other funds holding KRE

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Executive Wealth Management's KRE Position: Q3 2019 in Review

Executive Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2019, closing a stake of 29 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in KRE in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 328 funds tracked by Wall St. Rank hold KRE as of Q3 2019.

  • Executive Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 29 State Street SPDR S&P Regional Banking ETF shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $2K in Q2 2019.
  • 328 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.