Sargent Bickham Lagudis’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sargent Bickham Lagudis’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 Q4	$40.9K	Hold	696	–	–	﹤0.01%	477
2022 Q3	$41K	Hold	696	–	–	﹤0.01%	448
2022 Q2	$40K	Hold	696	–	–	﹤0.01%	468
2022 Q1	$48K	Hold	696	–	–	﹤0.01%	460
2021 Q4	$49K	Hold	696	–	–	﹤0.01%	454
2021 Q3	$47K	Hold	696	–	–	﹤0.01%	454
2021 Q2	$46K	Hold	696	–	–	﹤0.01%	467
2021 Q1	$46K	Buy	696 +144	+26%	+$8.99K	﹤0.01%	447
2020 Q4	$29K	Hold	552	–	–	﹤0.01%	504
2020 Q3	$20K	Hold	552	–	–	﹤0.01%	511
2020 Q2	$21K	Hold	552	–	–	﹤0.01%	476
2020 Q1	$18K	Hold	552	–	–	﹤0.01%	482
2019 Q4	$32K	Hold	552	–	–	﹤0.01%	446
2019 Q3	$29K	Hold	552	–	–	﹤0.01%	418
2019 Q2	$29K	Hold	552	–	–	﹤0.01%	441
2019 Q1	$28K	Hold	552	–	–	﹤0.01%	467
2018 Q4	$26K	Hold	552	–	–	﹤0.01%	453
2018 Q3	$33K	Hold	552	–	–	﹤0.01%	427
2018 Q2	$34K	Hold	552	–	–	﹤0.01%	414
2018 Q1	$33K	Sell	552 -242	-30%	-$15K	﹤0.01%	426
2017 Q4	$47K	Hold	794	–	–	0.01%	383
2017 Q3	$45K	Hold	794	–	–	0.01%	385
2017 Q2	$44K	Sell	794 -129	-14%	-$6.94K	0.01%	376
2017 Q1	$50K	Hold	923	–	–	0.01%	357
2016 Q4	$51K	Hold	923	–	–	0.01%	336
2016 Q3	$39	Hold	923	–	–	0.01%	394
2016 Q2	$35K	Hold	923	–	–	0.01%	387
2016 Q1	$35K	Buy	+923	New	+$33.9K	0.01%	412

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Sargent Bickham Lagudis's KRE Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q4 2022 at 696 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Sargent Bickham Lagudis first reported a position in KRE in Q1 2016 and has held it in 28 quarters since. The position peaked at $51K in Q4 2016. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Sargent Bickham Lagudis held 696 shares of State Street SPDR S&P Regional Banking ETF worth $40.9K as of Q4 2022.
Sargent Bickham Lagudis left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q4 2022.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #477 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street SPDR S&P Regional Banking ETF position peaked at $51K in Q4 2016.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.