MassMutual Private Wealth & Trust’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q2	–	Sell	-546	Closed	-$23.9K	–	1969
2023 Q1	$23.9K	Hold	546	–	–	﹤0.01%	684
2022 Q4	$32K	Hold	546	–	–	﹤0.01%	541
2022 Q3	$32K	Hold	546	–	–	﹤0.01%	518
2022 Q2	$32K	Hold	546	–	–	﹤0.01%	508
2022 Q1	$38K	Hold	546	–	–	﹤0.01%	499
2021 Q4	$39K	Hold	546	–	–	﹤0.01%	513
2021 Q3	$37K	Hold	546	–	–	﹤0.01%	521
2021 Q2	$36K	Buy	+546	New	+$37.3K	﹤0.01%	509
2019 Q4	–	Sell	-200	Closed	-$11K	–	846
2019 Q3	$11K	Hold	200	–	–	﹤0.01%	570
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	563
2019 Q1	$10.3K	Hold	200	–	–	﹤0.01%	585
2018 Q4	$9.36K	Hold	200	–	–	﹤0.01%	572
2018 Q3	$11.9K	Buy	+200	New	+$12.5K	﹤0.01%	586

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

MassMutual Private Wealth & Trust's KRE Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 546 shares — an estimated $23.9K sold.

MassMutual Private Wealth & Trust first reported a position in KRE in Q3 2018 and held it in 13 quarters. The position peaked at $39K in Q4 2021. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 546 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $23.9K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 13 quarters.
MassMutual Private Wealth & Trust's State Street SPDR S&P Regional Banking ETF position peaked at $39K in Q4 2021.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.