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

Sonora Investment 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
2021 Q3	$27K	Hold	400	–	–	﹤0.01%	551
2021 Q2	$26K	Hold	400	–	–	﹤0.01%	524
2021 Q1	$27K	Hold	400	–	–	﹤0.01%	817
2020 Q4	$21K	Hold	400	–	–	﹤0.01%	908
2020 Q3	$14K	Buy	+400	New	+$15.1K	﹤0.01%	1048
2020 Q1	–	Sell	-749	Closed	-$44K	–	1712
2019 Q4	$44K	Hold	749	–	–	﹤0.01%	595
2019 Q3	$40K	Hold	749	–	–	﹤0.01%	608
2019 Q2	$40K	Hold	749	–	–	﹤0.01%	612
2019 Q1	$38K	Hold	749	–	–	﹤0.01%	580
2018 Q4	$35K	Hold	749	–	–	0.01%	463
2018 Q3	$45K	Hold	749	–	–	0.01%	435
2018 Q2	$46K	Sell	749 -350	-32%	-$21.9K	0.01%	423
2018 Q1	$66.4K	Hold	1,099	–	–	0.01%	324
2017 Q4	$64.7K	Buy	1,099 +350	+47%	+$20.1K	0.01%	327
2017 Q3	$42.5K	Hold	749	–	–	0.01%	371
2017 Q2	$41.2K	Hold	749	–	–	0.01%	368
2017 Q1	$40.9K	Hold	749	–	–	0.01%	362
2016 Q4	$41.6K	Buy	+749	New	+$36.7K	0.01%	312

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Sonora Investment Management's KRE Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q3 2021 at 400 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Sonora Investment Management first reported a position in KRE in Q4 2016 and has held it in 18 quarters since. The position peaked at $66.4K in Q1 2018. 441 funds tracked by Wall St. Rank hold KRE as of Q3 2021.

Sonora Investment Management held 400 shares of State Street SPDR S&P Regional Banking ETF worth $27K as of Q3 2021.
Sonora Investment Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q3 2021.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #551 holding.
Sonora Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 18 quarters since.
Sonora Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $66.4K in Q1 2018.
441 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.