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

Global Wealth Management Investment Advisory’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	-33	Closed	-$2K	–	494
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	396
2020 Q3	$1K	Sell	33 -13	-28%	-$490	﹤0.01%	419
2020 Q2	$2K	Hold	46	–	–	﹤0.01%	516
2020 Q1	$2K	Sell	46 -109	-70%	-$5.34K	﹤0.01%	509
2019 Q4	$9K	Hold	155	–	–	﹤0.01%	367
2019 Q3	$8K	Sell	155 -207	-57%	-$10.8K	﹤0.01%	351
2019 Q2	$19K	Sell	362 -4,001	-92%	-$214K	0.01%	280
2019 Q1	$224K	Buy	4,363 +1,400	+47%	+$74.7K	0.12%	111
2018 Q4	$139K	Buy	+2,963	New	+$158K	0.08%	150

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Global Wealth Management Investment Advisory's KRE Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 33 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in KRE in Q4 2018 and held it in 9 quarters. The position peaked at $224K in Q1 2019. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 33 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P Regional Banking ETF position peaked at $224K in Q1 2019.
438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

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