Milestone Advisory Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Milestone Advisory Partners’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 Q4	–	Sell	-5,825	Closed	-$343K	–	75
2022 Q3	$343K	Buy	+5,825	New	+$364K	0.26%	47
2022 Q2	–	Sell	-17,156	Closed	-$1.18M	–	75
2022 Q1	$1.18M	Buy	17,156 +8,732	+104%	+$636K	0.64%	33
2021 Q4	$597K	Hold	8,424	–	–	0.3%	44
2021 Q3	$571K	Sell	8,424 -3,189	-27%	-$205K	0.34%	41
2021 Q2	$761K	Buy	+11,613	New	+$794K	0.4%	42

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Milestone Advisory Partners's KRE Position: Q4 2022 in Review

Milestone Advisory Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 5,825 shares — an estimated $343K sold.

Milestone Advisory Partners first reported a position in KRE in Q2 2021 and held it in 5 quarters. The position peaked at $1.18M in Q1 2022. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Milestone Advisory Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
Milestone Advisory Partners sold 5,825 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $343K.
Milestone Advisory Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2021 and held it in 5 quarters.
Milestone Advisory Partners's State Street SPDR S&P Regional Banking ETF position peaked at $1.18M in Q1 2022.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Milestone Advisory Partners's 13F filing for Q4 2022, filed 24 Jan 2023.