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

Selective Wealth Management’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	–	Sell	-1,400	Closed	-$82K	–	451
2022 Q3	$82K	Sell	1,400 -500	-26%	-$31.3K	0.04%	232
2022 Q2	$110K	Sell	1,900 -300	-14%	-$18.7K	0.04%	206
2022 Q1	$152K	Sell	2,200 -100	-4%	-$7.29K	0.06%	162
2021 Q4	$163K	Hold	2,300	–	–	0.07%	144
2021 Q3	$156K	Buy	2,300 +1,700	+283%	+$109K	0.08%	127
2021 Q2	$39K	Buy	+600	New	+$41K	0.03%	209

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

Selective Wealth Management's KRE Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 1,400 shares — an estimated $82K sold.

Selective Wealth Management first reported a position in KRE in Q2 2021 and held it in 6 quarters. The position peaked at $163K in Q4 2021. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,400 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $82K.
Selective Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $163K in Q4 2021.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.