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Laurel Wealth Advisors (California)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Laurel Wealth Advisors (California)’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 		$9.56M Sell
162,706
-4,630
-3% -$285K 0.94% 17
2022
Q3 		$9.85M Sell
167,336
-474
-0.3% -$29.6K 1.05% 14
2022
Q2 		$9.75M Sell
167,810
-329
-0.2% -$20.5K 0.99% 14
2022
Q1 		$11.6M Buy
168,139
+20,447
+14% +$1.49M 0.96% 13
2021
Q4 		$10.5M Buy
+147,692
New +$10.6M 0.81% 19

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 $235B AUM 32.99% 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

Laurel Wealth Advisors (California)'s KRE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.8% in Q4 2022, selling an estimated $285K and leaving 162,706 shares worth $9.56M. The position accounts for 0.94% of the portfolio, ranked #17.

Laurel Wealth Advisors (California) first reported a position in KRE in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.6M in Q1 2022. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 162,706 shares of State Street SPDR S&P Regional Banking ETF worth $9.56M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 4,630 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $285K.
  • State Street SPDR S&P Regional Banking ETF made up 0.94% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #17 holding.
  • Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s State Street SPDR S&P Regional Banking ETF position peaked at $11.6M in Q1 2022.
  • 447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.