Gradient Investments’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Gradient Investments’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
2024 Q2	–	Sell	-1	Closed	-$39	–	1431
2024 Q1	$39	Sell	1 -170	-99%	-$8.39K	﹤0.01%	1166
2023 Q4	$8.95K	Buy	171 +153	+850%	+$6.84K	﹤0.01%	861
2023 Q3	$752	Hold	18	–	–	﹤0.01%	1459
2023 Q2	$735	Hold	18	–	–	﹤0.01%	1455
2023 Q1	$789	Hold	18	–	–	﹤0.01%	1230
2022 Q4	$1.06K	Buy	+18	New	+$1.11K	﹤0.01%	1186
2022 Q1	–	Sell	-103	Closed	-$7K	–	1267
2021 Q4	$7K	Buy	+103	New	+$7.37K	﹤0.01%	873
2018 Q4	–	Sell	-178	Closed	-$11K	–	1014
2018 Q3	$11K	Buy	178 +150	+536%	+$9.35K	﹤0.01%	614
2018 Q2	$2K	Hold	28	–	–	﹤0.01%	825
2018 Q1	$2K	Buy	+28	New	+$1.74K	﹤0.01%	827
2017 Q3	–	Sell	-8	Closed	–	–	496
2017 Q2	$0	Sell	8 -261	-97%	-$14K	﹤0.01%	865
2017 Q1	$15K	Buy	+269	New	+$15.1K	﹤0.01%	446

Other funds holding KRE

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gradient Investments's KRE Position: Q2 2024 in Review

Gradient Investments sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2024, closing a stake of 1 share — an estimated $39 sold.

Gradient Investments first reported a position in KRE in Q1 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2017. 439 funds tracked by Wall St. Rank hold KRE as of Q2 2024.

Gradient Investments reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 1 State Street SPDR S&P Regional Banking ETF share in Q2 2024, an estimated $39.
Gradient Investments first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 12 quarters.
Gradient Investments's State Street SPDR S&P Regional Banking ETF position peaked at $15K in Q1 2017.
439 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.