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Paces Ferry Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-50
Closed -$2K – 654
2020
Q3 		$2K Buy
+50
New +$1.89K ﹤0.01% 684

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 Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paces Ferry Wealth Advisors's KRE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2020, closing a stake of 50 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in KRE in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 346 funds tracked by Wall St. Rank hold KRE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 50 State Street SPDR S&P Regional Banking ETF shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2K in Q3 2020.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.