GKWIM
KRE icon

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

Gerber Kawasaki Wealth & 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
2022
Q2 		– Sell
-3,616
Closed -$249K – 255
2022
Q1 		$249K Buy
+3,616
New +$263K 0.02% 229
2021
Q4 		– Sell
-2,006
Closed -$135K – 718
2021
Q3 		$135K Buy
+2,006
New +$129K 0.02% 214
2020
Q2 		– Sell
-22,946
Closed -$747K – 143
2020
Q1 		$747K Sell
22,946
-5,895
-20% -$289K 0.21% 70
2019
Q4 		$1.68M Sell
28,841
-2,825
-9% -$157K 0.42% 51
2019
Q3 		$1.67M Sell
31,666
-7,932
-20% -$414K 0.48% 45
2019
Q2 		$2.12M Sell
39,598
-22,783
-37% -$1.22M 0.62% 39
2019
Q1 		$3.2M Sell
62,381
-70,833
-53% -$3.78M 0.95% 30
2018
Q4 		$6.23M Sell
133,214
-110,317
-45% -$5.9M 2.19% 16
2018
Q3 		$14.3M Buy
243,531
+19,734
+9% +$1.23M 3.89% 7
2018
Q2 		$13.8M Buy
223,797
+20,694
+10% +$1.3M 4.12% 6
2018
Q1 		$12.3M Buy
203,103
+30,669
+18% +$1.9M 3.95% 6
2017
Q4 		$10.1M Buy
172,434
+17,862
+12% +$1.03M 3.5% 7
2017
Q3 		$8.76M Sell
154,572
-8,320
-5% -$447K 3.19% 9
2017
Q2 		$9.02M Sell
162,892
-40,262
-20% -$2.17M 3.42% 9
2017
Q1 		$10.8M Buy
203,154
+68,282
+51% +$3.82M 4.64% 4
2016
Q4 		$7.49M Buy
134,872
+126,746
+1,560% +$6.21M 3.95% 5
2016
Q3 		$343K Sell
8,126
-600
-7% -$24.6K 0.2% 76
2016
Q2 		$335K Sell
8,726
-11,123
-56% -$440K 0.21% 68
2016
Q1 		$747K Sell
19,849
-31,647
-61% -$1.16M 0.52% 40
2015
Q4 		$2.16M Buy
+51,496
New +$2.23M 1.46% 15

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's KRE Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 3,616 shares — an estimated $249K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in KRE in Q4 2015 and held it in 20 quarters. The position peaked at $14.3M in Q3 2018. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,616 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $249K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 20 quarters.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $14.3M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.