New England Investment & Retirement Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

New England Investment & Retirement Group’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
2020 Q2	–	Sell	-515	Closed	-$17K	–	156
2020 Q1	$17K	Buy	+515	New	+$25.2K	0.01%	123
2018 Q2	–	Sell	-7,582	Closed	-$458K	–	56
2018 Q1	$458K	Buy	7,582 +1,024	+16%	+$63.6K	0.25%	39
2017 Q4	$386K	Buy	6,558 +844	+15%	+$48.5K	0.2%	44
2017 Q3	$324K	Buy	5,714 +678	+13%	+$36.4K	0.18%	43
2017 Q2	$277K	Buy	+5,036	New	+$271K	0.16%	42
2015 Q3	–	Sell	-87,362	Closed	-$3.89M	–	64
2015 Q2	$3.89M	Buy	+87,362	New	+$3.71M	1.86%	15
2014 Q2	–	Sell	-260,066	Closed	-$10.8M	–	59
2014 Q1	$10.8M	Sell	260,066 -2,533	-1%	-$101K	6.58%	5
2013 Q4	$10.7M	Buy	262,599 +1,495	+0.6%	+$57.3K	6.63%	5
2013 Q3	$9.31M	Buy	261,104 +21,828	+9%	+$788K	5.68%	6
2013 Q2	$8.11M	Buy	+239,276	New	+$7.65M	5.09%	5

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

New England Investment & Retirement Group's KRE Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2020, closing a stake of 515 shares — an estimated $17K sold.

New England Investment & Retirement Group first reported a position in KRE in Q2 2013 and held it in 10 quarters. The position peaked at $10.8M in Q1 2014. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2020.

New England Investment & Retirement Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 515 State Street SPDR S&P Regional Banking ETF shares in Q2 2020, an estimated $17K.
New England Investment & Retirement Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 10 quarters.
New England Investment & Retirement Group's State Street SPDR S&P Regional Banking ETF position peaked at $10.8M in Q1 2014.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.