Institutional & Family Asset Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Institutional & Family Asset 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	-302	Closed	-$21K	–	758
2022 Q1	$21K	Hold	302	–	–	﹤0.01%	348
2021 Q4	$21K	Hold	302	–	–	﹤0.01%	363
2021 Q3	$20K	Sell	302 -3,083	-91%	-$198K	﹤0.01%	453
2021 Q2	$222K	Hold	3,385	–	–	0.04%	165
2021 Q1	$225K	Buy	+3,385	New	+$211K	0.04%	174

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

Institutional & Family Asset Management's KRE Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 302 shares — an estimated $21K sold.

Institutional & Family Asset Management first reported a position in KRE in Q1 2021 and held it in 5 quarters. The position peaked at $225K in Q1 2021. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 302 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $21K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 5 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $225K in Q1 2021.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.