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

Quaker 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
2020
Q4 		– Sell
-45,028
Closed -$1.61M – 52
2020
Q3 		$1.61M Buy
45,028
+8,354
+23% +$315K 0.86% 18
2020
Q2 		$1.41M Buy
+36,674
New +$1.34M 0.84% 18

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

Quaker Wealth Management's KRE Position: Q4 2020 in Review

Quaker Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2020, closing a stake of 45,028 shares — an estimated $1.61M sold.

Quaker Wealth Management first reported a position in KRE in Q2 2020 and held it in 2 quarters. The position peaked at $1.61M in Q3 2020. 346 funds tracked by Wall St. Rank hold KRE as of Q4 2020.

  • Quaker Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 45,028 State Street SPDR S&P Regional Banking ETF shares in Q4 2020, an estimated $1.61M.
  • Quaker Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and held it in 2 quarters.
  • Quaker Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.61M 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 Quaker Wealth Management's 13F filing for Q4 2020, filed 26 Jan 2021.