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

MBL Wealth’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
2021
Q1 		$546K Buy
8,230
+305
+4% +$19K 0.19% 81
2020
Q4 		$412K Buy
+7,925
New +$362K 0.16% 83

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
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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MBL Wealth's KRE Position: Q1 2021 in Review

MBL Wealth increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3.8% in Q1 2021, buying an estimated $19K and bringing the position to 8,230 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #81.

MBL Wealth first reported a position in KRE in Q4 2020 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

  • MBL Wealth held 8,230 shares of State Street SPDR S&P Regional Banking ETF worth $546K as of Q1 2021.
  • MBL Wealth bought 305 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $19K.
  • State Street SPDR S&P Regional Banking ETF made up 0.19% of MBL Wealth's portfolio in Q1 2021, its #81 holding.
  • MBL Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.