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

Frontier 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
2021 Q1	–	Sell	-4,162	Closed	-$216K	–	394
2020 Q4	$216K	Buy	+4,162	New	+$190K	0.02%	347
2020 Q1	–	Sell	-3,916	Closed	-$228K	–	320
2019 Q4	$228K	Buy	+3,916	New	+$217K	0.04%	266
2015 Q3	–	Sell	-28,604	Closed	-$1.26M	–	359
2015 Q2	$1.26M	Buy	+28,604	New	+$1.22M	0.19%	109

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Frontier Wealth Management's KRE Position: Q1 2021 in Review

Frontier Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 4,162 shares — an estimated $216K sold.

Frontier Wealth Management first reported a position in KRE in Q2 2015 and held it in 3 quarters. The position peaked at $1.26M in Q2 2015. 437 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

Frontier Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
Frontier Wealth Management sold 4,162 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $216K.
Frontier Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2015 and held it in 3 quarters.
Frontier Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.26M in Q2 2015.
437 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on Frontier Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.