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

FOCUS Wealth 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
2021
Q3 		– Sell
-45,488
Closed -$2.98M – 41
2021
Q2 		$2.98M Buy
+45,488
New +$3.11M 2.08% 11

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

FOCUS Wealth Advisors's KRE Position: Q3 2021 in Review

FOCUS Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2021, closing a stake of 45,488 shares — an estimated $2.98M sold.

FOCUS Wealth Advisors first reported a position in KRE in Q2 2021 and held it in 1 quarter. The position peaked at $2.98M in Q2 2021. 441 funds tracked by Wall St. Rank hold KRE as of Q3 2021.

  • FOCUS Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2021 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 45,488 State Street SPDR S&P Regional Banking ETF shares in Q3 2021, an estimated $2.98M.
  • FOCUS Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2021 and held it in 1 quarter.
  • FOCUS Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.98M in Q2 2021.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2021.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.