Loveless Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Loveless Wealth 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	$894K	Sell	15,390 -150	-1%	-$9.37K	0.59%	58
2022 Q1	$1.07M	Sell	15,540 -600	-4%	-$43.7K	0.61%	56
2021 Q4	$1.14M	Buy	16,140 +300	+2%	+$21.5K	0.63%	53
2021 Q3	$1.07M	Sell	15,840 -160	-1%	-$10.3K	0.65%	54
2021 Q2	$1.05M	Sell	16,000 -100	-0.6%	-$6.84K	0.64%	58
2021 Q1	$1.07M	Sell	16,100 -400	-2%	-$25K	0.71%	50
2020 Q4	$857K	Sell	16,500 -600	-4%	-$27.4K	0.63%	58
2020 Q3	$610K	Sell	17,100 -135	-0.8%	-$5.09K	0.51%	63
2020 Q2	$662K	Sell	17,235 -302	-2%	-$11K	0.62%	55
2020 Q1	$572K	Buy	17,537 +1	+0%	+$49	0.67%	53
2019 Q4	$1.01M	Buy	+17,536	New	+$972K	0.87%	42

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

Loveless Wealth Management's KRE Position: Q2 2022 in Review

Loveless Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.97% in Q2 2022, selling an estimated $9.37K and leaving 15,390 shares worth $894K. The position accounts for 0.59% of the portfolio, ranked #58.

Loveless Wealth Management first reported a position in KRE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2021. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Loveless Wealth Management held 15,390 shares of State Street SPDR S&P Regional Banking ETF worth $894K as of Q2 2022.
Loveless Wealth Management sold 150 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $9.37K.
State Street SPDR S&P Regional Banking ETF made up 0.59% of Loveless Wealth Management's portfolio in Q2 2022, its #58 holding.
Loveless Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.14M in Q4 2021.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.