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

Reilly Financial 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
2021 Q1	–	Sell	-10	Closed	-$1K	–	1029
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	857
2020 Q3	$0	Hold	10	–	–	﹤0.01%	893
2020 Q2	$0	Hold	10	–	–	﹤0.01%	933
2020 Q1	$0	Hold	10	–	–	﹤0.01%	916
2019 Q4	$1K	Sell	10 -618	-98%	-$34.3K	﹤0.01%	850
2019 Q3	$33K	Hold	628	–	–	﹤0.01%	414
2019 Q2	$34K	Buy	628 +618	+6,180%	+$33K	﹤0.01%	431
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	929
2018 Q4	$0	Sell	10 -1,009	-99%	-$53.9K	﹤0.01%	990
2018 Q3	$61K	Buy	1,019 +1,009	+10,090%	+$62.9K	0.01%	323
2018 Q2	$1K	Buy	+10	New	+$627	﹤0.01%	956

Other funds holding KRE

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Reilly Financial Advisors's KRE Position: Q1 2021 in Review

Reilly Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in KRE in Q2 2018 and held it in 11 quarters. The position peaked at $61K in Q3 2018. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

Reilly Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
Reilly Financial Advisors sold 10 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $1K.
Reilly Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 11 quarters.
Reilly Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $61K in Q3 2018.
438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.