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

HHM 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
2023 Q2	–	Sell	-15	Closed	-$658	–	833
2023 Q1	$658	Buy	+15	New	+$851	﹤0.01%	783

Other funds holding KRE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

HHM Wealth Advisors's KRE Position: Q2 2023 in Review

HHM Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 15 shares — an estimated $658 sold.

HHM Wealth Advisors first reported a position in KRE in Q1 2023 and held it in 1 quarter. The position peaked at $658 in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

HHM Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 15 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $658.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 1 quarter.
HHM Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $658 in Q1 2023.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.