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

Regal Investment 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
Q1 		– Sell
-7,021
Closed -$412K – 538
2022
Q4 		$412K Sell
7,021
-2,162
-24% -$133K 0.04% 312
2022
Q3 		$541K Sell
9,183
-2,440
-21% -$153K 0.06% 250
2022
Q2 		$675K Buy
11,623
+6,293
+118% +$393K 0.07% 239
2022
Q1 		$367K Buy
5,330
+84
+2% +$6.12K 0.03% 361
2021
Q4 		$372K Sell
5,246
-381
-7% -$27.3K 0.03% 382
2021
Q3 		$381K Buy
5,627
+733
+15% +$47.1K 0.04% 370
2021
Q2 		$321K Buy
+4,894
New +$335K 0.03% 402
2017
Q3 		– Sell
-4,696
Closed -$258K – 289
2017
Q2 		$258K Sell
4,696
-856
-15% -$46K 0.06% 228
2017
Q1 		$303K Buy
5,552
+1,303
+31% +$72.9K 0.08% 210
2016
Q4 		$236K Buy
+4,249
New +$208K 0.07% 224
2015
Q4 		– Sell
-1,100
Closed -$45K – 610
2015
Q3 		$45K Hold
1,100
– – 0.01% 444
2015
Q2 		$48K Buy
1,100
+1,000
+1,000% +$42.5K 0.01% 423
2015
Q1 		$4K Buy
+100
New +$3.95K ﹤0.01% 841
2014
Q2 		– Sell
-375
Closed -$16K – 929
2014
Q1 		$16K Sell
375
-14,140
-97% -$563K 0.01% 557
2013
Q4 		$589K Buy
14,515
+14,130
+3,670% +$541K 0.34% 94
2013
Q3 		$14K Sell
385
-11
-3% -$397 0.01% 539
2013
Q2 		$13K Buy
+396
New +$12.7K 0.01% 537

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Regal Investment Advisors's KRE Position: Q1 2023 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2023, closing a stake of 7,021 shares — an estimated $412K sold.

Regal Investment Advisors first reported a position in KRE in Q2 2013 and held it in 17 quarters. The position peaked at $675K in Q2 2022. 487 funds tracked by Wall St. Rank hold KRE as of Q1 2023.

  • Regal Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 7,021 State Street SPDR S&P Regional Banking ETF shares in Q1 2023, an estimated $412K.
  • Regal Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 17 quarters.
  • Regal Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $675K in Q2 2022.
  • 487 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.