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

Ranch Capital 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
2022 Q2	–	Sell	-3,029	Closed	-$209K	–	155
2022 Q1	$209K	Buy	+3,029	New	+$221K	0.14%	152
2021 Q4	–	Sell	-101	Closed	-$7K	–	368
2021 Q3	$7K	Hold	101	–	–	﹤0.01%	510
2021 Q2	$6K	Hold	101	–	–	﹤0.01%	728
2021 Q1	$6K	Sell	101 -600	-86%	-$37.4K	﹤0.01%	712
2020 Q4	$36K	Sell	701 -515	-42%	-$23.5K	0.03%	343
2020 Q3	$43K	Hold	1,216	–	–	0.03%	311
2020 Q2	$49K	Sell	1,216 -592	-33%	-$21.7K	0.04%	308
2020 Q1	$58K	Buy	1,808 +3	+0.2%	+$147	0.06%	248
2019 Q4	$105K	Sell	1,805 -99	-5%	-$5.49K	0.09%	211
2019 Q3	$100K	Buy	+1,904	New	+$99.4K	0.11%	208

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ranch Capital Advisors's KRE Position: Q2 2022 in Review

Ranch Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 3,029 shares — an estimated $209K sold.

Ranch Capital Advisors first reported a position in KRE in Q3 2019 and held it in 10 quarters. The position peaked at $209K in Q1 2022. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

Ranch Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
Ranch Capital Advisors sold 3,029 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $209K.
Ranch Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2019 and held it in 10 quarters.
Ranch Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $209K 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 Ranch Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.