FundX Investment Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

FundX Investment Group’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 Q4	$6.16M	Sell	86,897 -1,039	-1%	-$74.3K	1.5%	14
2021 Q3	$5.96M	Sell	87,936 -7,073	-7%	-$455K	2.82%	8
2021 Q2	$483	Buy	95,009 +8,347	+10%	+$571K	0.05%	34
2021 Q1	$5.75M	Buy	+86,662	New	+$5.41M	3.24%	9
2017 Q2	–	Sell	-244,237	Closed	-$13.3M	–	52
2017 Q1	$13.3M	Buy	244,237 +6,587	+3%	+$369K	5.61%	6
2016 Q4	$13.2M	Buy	+237,650	New	+$11.6M	4.62%	9

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

VMPIC

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

FundX Investment Group's KRE Position: Q4 2021 in Review

FundX Investment Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.2% in Q4 2021, selling an estimated $74.3K and leaving 86,897 shares worth $6.16M. The position accounts for 1.5% of the portfolio, ranked #14.

FundX Investment Group first reported a position in KRE in Q4 2016 and has held it in 6 quarters since. The position peaked at $13.3M in Q1 2017. 497 funds tracked by Wall St. Rank hold KRE as of Q4 2021.

FundX Investment Group held 86,897 shares of State Street SPDR S&P Regional Banking ETF worth $6.16M as of Q4 2021.
FundX Investment Group sold 1,039 State Street SPDR S&P Regional Banking ETF shares in Q4 2021, an estimated $74.3K.
State Street SPDR S&P Regional Banking ETF made up 1.5% of FundX Investment Group's portfolio in Q4 2021, its #14 holding.
FundX Investment Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 6 quarters since.
FundX Investment Group's State Street SPDR S&P Regional Banking ETF position peaked at $13.3M in Q1 2017.
497 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.