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

Principle Wealth Partners’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
Q3 		– Sell
-351
Closed -$13K – 309
2020
Q2 		$13K Buy
+351
New +$12.8K ﹤0.01% 387

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Principle Wealth Partners's KRE Position: Q3 2020 in Review

Principle Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 351 shares — an estimated $13K sold.

Principle Wealth Partners first reported a position in KRE in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

  • Principle Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 351 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $13K.
  • Principle Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $13K in Q2 2020.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.