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

Redmont 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
2023 Q2	–	Sell	-5,261	Closed	-$231K	–	68
2023 Q1	$231K	Sell	5,261 -4,839	-48%	-$275K	0.47%	57
2022 Q4	$593K	Sell	10,100 -2,140	-17%	-$132K	0.7%	36
2022 Q3	$721K	Hold	12,240	–	–	0.94%	21
2022 Q2	$711K	Sell	12,240 -840	-6%	-$52.5K	0.86%	25
2022 Q1	$901K	Buy	13,080 +840	+7%	+$61.2K	0.96%	20
2021 Q4	$867K	Buy	+12,240	New	+$876K	0.93%	22

Other funds holding KRE

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Redmont Wealth Advisors's KRE Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 5,261 shares — an estimated $231K sold.

Redmont Wealth Advisors first reported a position in KRE in Q4 2021 and held it in 6 quarters. The position peaked at $901K in Q1 2022. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Redmont Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 5,261 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $231K.
Redmont Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 6 quarters.
Redmont Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $901K in Q1 2022.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.