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OneDigital Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

OneDigital Investment Advisors’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
Q3 		– Sell
-10,401
Closed -$425K – 1021
2023
Q2 		$425K Sell
10,401
-749
-7% -$30.7K 0.01% 695
2023
Q1 		$489K Sell
11,150
-1,942
-15% -$110K 0.01% 629
2022
Q4 		$769K Buy
13,092
+1,046
+9% +$64.4K 0.02% 417
2022
Q3 		$709K Sell
12,046
-70
-0.6% -$4.38K 0.03% 373
2022
Q2 		$704K Sell
12,116
-2,176
-15% -$136K 0.03% 333
2022
Q1 		$985K Buy
14,292
+1,158
+9% +$84.4K 0.04% 274
2021
Q4 		$931K Buy
13,134
+70
+0.5% +$5.01K 0.03% 301
2021
Q3 		$885K Sell
13,064
-6,609
-34% -$425K 0.04% 293
2021
Q2 		$1.29M Buy
19,673
+992
+5% +$67.8K 0.05% 215
2021
Q1 		$1.24M Buy
18,681
+12,965
+227% +$809K 0.06% 213
2020
Q4 		$297K Sell
5,716
-4
-0.1% -$183 0.02% 491
2020
Q3 		$204K Sell
5,720
-2,359
-29% -$88.9K 0.01% 549
2020
Q2 		$310K Sell
8,079
-77
-0.9% -$2.82K 0.02% 435
2020
Q1 		$266K Buy
8,156
+1,659
+26% +$81.2K 0.02% 402
2019
Q4 		$378K Sell
6,497
-710
-10% -$39.4K 0.03% 361
2019
Q3 		$380K Buy
7,207
+900
+14% +$47K 0.03% 329
2019
Q2 		$337K Buy
6,307
+170
+3% +$9.08K 0.03% 323
2019
Q1 		$315K Sell
6,137
-15,677
-72% -$837K 0.05% 221
2018
Q4 		$1.02M Buy
+21,814
New +$1.17M 0.17% 104

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

OneDigital Investment Advisors's KRE Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 10,401 shares — an estimated $425K sold.

OneDigital Investment Advisors first reported a position in KRE in Q4 2018 and held it in 19 quarters. The position peaked at $1.29M in Q2 2021. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,401 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $425K.
  • OneDigital Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 19 quarters.
  • OneDigital Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.29M in Q2 2021.
  • 452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.