Simplicity Solutions’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-8,785	Closed	-$385K	–	1141
2023 Q1	$385K	Buy	+8,785	New	+$498K	0.01%	767
2019 Q2	–	Sell	-10,327	Closed	-$530K	–	775
2019 Q1	$530K	Sell	10,327 -9,242	-47%	-$493K	0.03%	387
2018 Q4	$915K	Buy	19,569 +10,924	+126%	+$584K	0.12%	196
2018 Q3	$514K	Buy	+8,645	New	+$539K	0.03%	260

Other funds holding KRE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Simplicity Solutions's KRE Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 8,785 shares — an estimated $385K sold.

Simplicity Solutions first reported a position in KRE in Q3 2018 and held it in 4 quarters. The position peaked at $915K in Q4 2018. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 8,785 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $385K.
Simplicity Solutions first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 4 quarters.
Simplicity Solutions's State Street SPDR S&P Regional Banking ETF position peaked at $915K in Q4 2018.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.