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

Oakwell Private Wealth 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 Q3	–	Sell	-5,821	Closed	-$381K	–	63
2021 Q2	$381K	Buy	5,821 +209	+4%	+$14.3K	0.24%	49
2021 Q1	$372K	Buy	+5,612	New	+$350K	0.26%	46

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Oakwell Private Wealth Management's KRE Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2021, closing a stake of 5,821 shares — an estimated $381K sold.

Oakwell Private Wealth Management first reported a position in KRE in Q1 2021 and held it in 2 quarters. The position peaked at $381K in Q2 2021. 441 funds tracked by Wall St. Rank hold KRE as of Q3 2021.

Oakwell Private Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2021 after selling out during the quarter.
Oakwell Private Wealth Management sold 5,821 State Street SPDR S&P Regional Banking ETF shares in Q3 2021, an estimated $381K.
Oakwell Private Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 2 quarters.
Oakwell Private Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $381K in Q2 2021.
441 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.