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

HCR Wealth Advisors’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	-1,045	Closed	-$54K	–	231
2020 Q4	$54K	Buy	1,045 +80	+8%	+$3.66K	0.01%	207
2020 Q3	$34K	Hold	965	–	–	0.01%	191
2020 Q2	$36K	Hold	965	–	–	0.01%	186
2020 Q1	$31K	Hold	965	–	–	0.01%	184
2019 Q4	$56K	Buy	+965	New	+$53.5K	0.01%	179
2019 Q1	–	Sell	-28,117	Closed	-$1.32M	–	189
2018 Q4	$1.32M	Sell	28,117 -4,818	-15%	-$258K	0.43%	51
2018 Q3	$1.75M	Sell	32,935 -2,375	-7%	-$148K	0.57%	36
2018 Q2	$2.15M	Sell	35,310 -1,020	-3%	-$64K	0.71%	28
2018 Q1	$2.19M	Sell	36,330 -175	-0.5%	-$10.9K	0.76%	25
2017 Q4	$2.15M	Sell	36,505 -375	-1%	-$21.5K	0.75%	25
2017 Q3	$2.09M	Sell	36,880 -375	-1%	-$20.1K	0.88%	24
2017 Q2	$2.05M	Buy	37,255 +5,980	+19%	+$322K	1.01%	25
2017 Q1	$1.71M	Buy	31,275 +16,907	+118%	+$946K	0.87%	28
2016 Q4	$798K	Buy	+14,368	New	+$704K	0.42%	57

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HCR Wealth Advisors's KRE Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 1,045 shares — an estimated $54K sold.

HCR Wealth Advisors first reported a position in KRE in Q4 2016 and held it in 14 quarters. The position peaked at $2.19M in Q1 2018. 437 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 1,045 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $54K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 14 quarters.
HCR Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.19M in Q1 2018.
437 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.