Graves Light Lenhart Wealth’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Graves Light Lenhart Wealth’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	-300	Closed	-$21K	–	660
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	466
2021 Q4	$21K	Hold	300	–	–	﹤0.01%	524
2021 Q3	$20K	Hold	300	–	–	﹤0.01%	497
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	501
2021 Q1	$20K	Sell	300 -2,331	-89%	-$145K	﹤0.01%	508
2020 Q4	$137K	Buy	+2,631	New	+$120K	0.03%	214
2020 Q1	–	Sell	-3,477	Closed	-$203K	–	167
2019 Q4	$203K	Buy	+3,477	New	+$193K	0.04%	167

Other funds holding KRE

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Graves Light Lenhart Wealth's KRE Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 300 shares — an estimated $21K sold.

Graves Light Lenhart Wealth first reported a position in KRE in Q4 2019 and held it in 7 quarters. The position peaked at $203K in Q4 2019. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 300 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $21K.
Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 7 quarters.
Graves Light Lenhart Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $203K in Q4 2019.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.