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Sterling Financial Planning’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sterling Financial Planning’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
Q2 		– Sell
-193
Closed -$13K – 408
2021
Q1 		$13K Buy
193
+1
+0.5% +$62 0.01% 255
2020
Q4 		$10K Buy
+192
New +$8.78K 0.01% 260

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Sterling Financial Planning's KRE Position: Q2 2021 in Review

Sterling Financial Planning sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2021, closing a stake of 193 shares — an estimated $13K sold.

Sterling Financial Planning first reported a position in KRE in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 448 funds tracked by Wall St. Rank hold KRE as of Q2 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 193 State Street SPDR S&P Regional Banking ETF shares in Q2 2021, an estimated $13K.
  • Sterling Financial Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 2 quarters.
  • Sterling Financial Planning's State Street SPDR S&P Regional Banking ETF position peaked at $13K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2021.

Based on Sterling Financial Planning's 13F filing for Q2 2021, filed 2 Aug 2021.