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

FSC 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
2022
Q4 		– Sell
-54
Closed -$3K – 200
2022
Q3 		$3K Hold
54
– – 0.03% 168
2022
Q2 		$3K Buy
+54
New +$3.37K 0.03% 169

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSC Wealth Advisors's KRE Position: Q4 2022 in Review

FSC Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

FSC Wealth Advisors first reported a position in KRE in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

  • FSC Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 54 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $3K.
  • FSC Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and held it in 2 quarters.
  • FSC Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $3K in Q3 2022.
  • 447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.