Financial Advocates Investment Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Financial Advocates Investment 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
2020 Q3	–	Sell	-5,163	Closed	-$373K	–	668
2020 Q2	$373K	Buy	+5,163	New	+$189K	0.04%	415
2019 Q2	–	Sell	-5,686	Closed	-$292K	–	478
2019 Q1	$292K	Sell	5,686 -42	-0.7%	-$2.24K	0.04%	367
2018 Q4	$268K	Sell	5,728 -1,521	-21%	-$81.3K	0.04%	359
2018 Q3	$431K	Sell	7,249 -38	-0.5%	-$2.37K	0.05%	313
2018 Q2	$448K	Buy	7,287 +693	+11%	+$43.5K	0.05%	281
2018 Q1	$398K	Buy	+6,594	New	+$409K	0.05%	300

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Financial Advocates Investment Management's KRE Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 5,163 shares — an estimated $373K sold.

Financial Advocates Investment Management first reported a position in KRE in Q1 2018 and held it in 6 quarters. The position peaked at $448K in Q2 2018. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 5,163 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $373K.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 6 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $448K in Q2 2018.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.