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

Greenwich Wealth 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	-4,301	Closed	-$296K	–	239
2022 Q1	$296K	Sell	4,301 -1,492	-26%	-$109K	0.03%	194
2021 Q4	$410K	Buy	5,793 +834	+17%	+$59.7K	0.03%	177
2021 Q3	$336K	Buy	4,959 +722	+17%	+$46.4K	0.03%	186
2021 Q2	$278K	Buy	+4,237	New	+$290K	0.02%	185
2019 Q3	–	Sell	-6,692	Closed	-$358K	–	195
2019 Q2	$358K	Buy	6,692 +626	+10%	+$33.4K	0.06%	144
2019 Q1	$311K	Sell	6,066 -670	-10%	-$35.8K	0.06%	142
2018 Q4	$315K	Buy	6,736 +223	+3%	+$11.9K	0.06%	140
2018 Q3	$387K	Buy	6,513 +505	+8%	+$31.5K	0.07%	135
2018 Q2	$366K	Buy	6,008 +980	+19%	+$61.4K	0.06%	132
2018 Q1	$304K	Buy	5,028 +662	+15%	+$41.1K	0.05%	139
2017 Q4	$257K	Buy	4,366 +523	+14%	+$30K	0.04%	157
2017 Q3	$218K	Buy	+3,843	New	+$206K	0.04%	161

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

Greenwich Wealth Management's KRE Position: Q2 2022 in Review

Greenwich Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 4,301 shares — an estimated $296K sold.

Greenwich Wealth Management first reported a position in KRE in Q3 2017 and held it in 12 quarters. The position peaked at $410K in Q4 2021. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Greenwich Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
Greenwich Wealth Management sold 4,301 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $296K.
Greenwich Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2017 and held it in 12 quarters.
Greenwich Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $410K in Q4 2021.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Greenwich Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.