Mariner Independent Advisor Network’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Mariner Independent Advisor Network’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 Q3	$672K	Sell	11,405 -14,076	-55%	-$880K	0.03%	432
2022 Q2	$1.5M	Sell	25,481 -19,934	-44%	-$1.24M	0.06%	302
2022 Q1	$3.12M	Buy	45,415 +5,819	+15%	+$424K	0.12%	177
2021 Q4	$2.84M	Buy	39,596 +708	+2%	+$50.6K	0.13%	175
2021 Q3	$2.63M	Sell	38,888 -1,455	-4%	-$93.6K	0.13%	180
2021 Q2	$2.64M	Buy	40,343 +27,718	+220%	+$1.9M	0.12%	193
2021 Q1	$838K	Buy	+12,625	New	+$788K	0.04%	322
2019 Q1	–	Sell	-10,844	Closed	-$536K	–	368
2018 Q4	$536K	Buy	+10,844	New	+$580K	0.05%	287
2018 Q2	–	Sell	-13,479	Closed	-$813K	–	248
2018 Q1	$813K	Buy	13,479 +83	+0.6%	+$5.15K	0.05%	240
2017 Q4	$788K	Buy	+13,396	New	+$770K	0.08%	204

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mariner Independent Advisor Network's KRE Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 55% in Q3 2022, selling an estimated $880K and leaving 11,405 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #432.

Mariner Independent Advisor Network first reported a position in KRE in Q4 2017 and has held it in 10 quarters since. The position peaked at $3.12M in Q1 2022. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

Mariner Independent Advisor Network held 11,405 shares of State Street SPDR S&P Regional Banking ETF worth $672K as of Q3 2022.
Mariner Independent Advisor Network sold 14,076 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $880K.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #432 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and has held it in 10 quarters since.
Mariner Independent Advisor Network's State Street SPDR S&P Regional Banking ETF position peaked at $3.12M in Q1 2022.
444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.