RPg Family Wealth Advisory’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

RPg Family Wealth Advisory’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	-415	Closed	-$28.6K	–	223
2022 Q1	$28.6K	Hold	415	–	–	0.01%	188
2021 Q4	$29.4K	Sell	415 -400	-49%	-$28.6K	0.01%	198
2021 Q3	$55.2K	Hold	815	–	–	0.02%	162
2021 Q2	$53.4K	Buy	+815	New	+$55.7K	0.02%	164
2020 Q4	$42.3K	Hold	815	–	–	0.02%	169
2020 Q3	$29.1K	Hold	815	–	–	0.02%	193
2020 Q2	$31.3K	Hold	815	–	–	0.02%	188
2020 Q1	$26.6K	Hold	815	–	–	0.02%	171
2019 Q4	$47.5K	Hold	815	–	–	0.03%	164
2019 Q3	$42K	Hold	815	–	–	0.03%	173
2019 Q2	$43.5K	Sell	815 -2,686	-77%	-$143K	0.03%	170
2019 Q1	$180K	Buy	3,501 +2,686	+330%	+$143K	0.11%	105
2018 Q4	$38.1K	Hold	815	–	–	0.04%	123
2018 Q3	$48.4K	Hold	815	–	–	0.04%	111
2018 Q2	$49.7K	Sell	815 -395	-33%	-$24.8K	0.04%	113
2018 Q1	$73.1K	Buy	1,210 +395	+48%	+$24.5K	0.06%	86
2017 Q4	$48K	Hold	815	–	–	0.04%	128
2017 Q3	$46.3K	Hold	815	–	–	0.04%	143
2017 Q2	$44.8K	Hold	815	–	–	0.04%	168
2017 Q1	$44.5K	Buy	+815	New	+$45.6K	0.04%	135

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

RPg Family Wealth Advisory's KRE Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 415 shares — an estimated $28.6K sold.

RPg Family Wealth Advisory first reported a position in KRE in Q1 2017 and held it in 20 quarters. The position peaked at $180K in Q1 2019. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

RPg Family Wealth Advisory reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 415 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $28.6K.
RPg Family Wealth Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's State Street SPDR S&P Regional Banking ETF position peaked at $180K in Q1 2019.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.