Hobart Private Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Hobart Private Capital’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
2019 Q2	–	Sell	-8,725	Closed	-$448K	–	162
2019 Q1	$448K	Buy	+8,725	New	+$466K	0.34%	76
2018 Q4	–	Sell	-12,885	Closed	-$766K	–	149
2018 Q3	$766K	Sell	12,885 -4,238	-25%	-$264K	0.59%	50
2018 Q2	$1.04M	Buy	17,123 +2,298	+16%	+$144K	0.85%	40
2018 Q1	$895K	Buy	14,825 +3,647	+33%	+$226K	0.78%	47
2017 Q4	$658K	Buy	+11,178	New	+$642K	0.59%	56

Other funds holding KRE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Hobart Private Capital's KRE Position: Q2 2019 in Review

Hobart Private Capital sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 8,725 shares — an estimated $448K sold.

Hobart Private Capital first reported a position in KRE in Q4 2017 and held it in 5 quarters. The position peaked at $1.04M in Q2 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Hobart Private Capital reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 8,725 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $448K.
Hobart Private Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's State Street SPDR S&P Regional Banking ETF position peaked at $1.04M in Q2 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.