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

MGO Private 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
2023
Q1 		– Sell
-4,840
Closed -$284K – 96
2022
Q4 		$284K Sell
4,840
-418
-8% -$25.7K 0.13% 98
2022
Q3 		$310K Buy
+5,258
New +$329K 0.15% 93

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

MGO Private Wealth's KRE Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2023, closing a stake of 4,840 shares — an estimated $284K sold.

MGO Private Wealth first reported a position in KRE in Q3 2022 and held it in 2 quarters. The position peaked at $310K in Q3 2022. 487 funds tracked by Wall St. Rank hold KRE as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 4,840 State Street SPDR S&P Regional Banking ETF shares in Q1 2023, an estimated $284K.
  • MGO Private Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $310K in Q3 2022.
  • 487 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.