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Lloyd Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Lloyd Advisory Services’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
2020
Q1 		– Sell
-64
Closed -$4K – 348
2019
Q4 		$4K Buy
+64
New +$3.55K ﹤0.01% 261

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Goldman Sachs
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Bank of America
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Citigroup
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lloyd Advisory Services's KRE Position: Q1 2020 in Review

Lloyd Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 64 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in KRE in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

  • Lloyd Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 64 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $4K.
  • Lloyd Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.