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

Pinnacle Private Wealth’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
2022 Q2	$339K	Buy	5,836 +520	+10%	+$32.5K	0.13%	180
2022 Q1	$366K	Buy	5,316 +921	+21%	+$67.1K	0.11%	192
2021 Q4	$311K	Buy	+4,395	New	+$314K	0.1%	205

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Private Wealth's KRE Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 9.8% in Q2 2022, buying an estimated $32.5K and bringing the position to 5,836 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #180.

Pinnacle Private Wealth first reported a position in KRE in Q4 2021 and has held it in 3 quarters since. The position peaked at $366K in Q1 2022. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Pinnacle Private Wealth held 5,836 shares of State Street SPDR S&P Regional Banking ETF worth $339K as of Q2 2022.
Pinnacle Private Wealth bought 520 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $32.5K.
State Street SPDR S&P Regional Banking ETF made up 0.13% of Pinnacle Private Wealth's portfolio in Q2 2022, its #180 holding.
Pinnacle Private Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $366K in Q1 2022.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.