MLM
KRE icon

Mount Lucas Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Mount Lucas Management’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 		– Sell
-31,495
Closed -$1.64M – 112
2020
Q4 		$1.64M Buy
31,495
+245
+0.8% +$11.2K 0.34% 87
2020
Q3 		$1.11M Buy
+31,250
New +$1.18M 0.23% 67

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

Mount Lucas Management's KRE Position: Q1 2021 in Review

Mount Lucas Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 31,495 shares — an estimated $1.64M sold.

Mount Lucas Management first reported a position in KRE in Q3 2020 and held it in 2 quarters. The position peaked at $1.64M in Q4 2020. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

  • Mount Lucas Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
  • Mount Lucas Management sold 31,495 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $1.64M.
  • Mount Lucas Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2020 and held it in 2 quarters.
  • Mount Lucas Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.64M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on Mount Lucas Management's 13F filing for Q1 2021, filed 17 May 2021.