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Industrial Alliance Investment Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Industrial Alliance Investment 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
Q4 		– Sell
-60
Closed -$4K – 454
2022
Q3 		$4K Hold
60
– – ﹤0.01% 424
2022
Q2 		$3K Hold
60
– – ﹤0.01% 381
2022
Q1 		$4K Buy
+60
New +$4.37K ﹤0.01% 413

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Industrial Alliance Investment Management's KRE Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 60 shares — an estimated $4K sold.

Industrial Alliance Investment Management first reported a position in KRE in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 60 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $4K.
  • Industrial Alliance Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q3 2022.
  • 447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.