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

TCI Wealth Advisors’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 Q2	–	Sell	-150	Closed	-$10K	–	2404
2022 Q1	$10K	Buy	+150	New	+$10.9K	﹤0.01%	1101
2021 Q4	–	Sell	-35	Closed	-$2K	–	2423
2021 Q3	$2K	Buy	35 +10	+40%	+$643	﹤0.01%	2147
2021 Q2	$2K	Buy	+25	New	+$1.71K	﹤0.01%	2033
2018 Q3	–	Sell	-118	Closed	-$7K	–	1514
2018 Q2	$7K	Buy	+118	New	+$7.4K	﹤0.01%	705
2017 Q3	–	Sell	-299	Closed	-$16K	–	1354
2017 Q2	$16K	Buy	+299	New	+$16.1K	0.01%	499

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

TCI Wealth Advisors's KRE Position: Q2 2022 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2022, closing a stake of 150 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in KRE in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q2 2017. 471 funds tracked by Wall St. Rank hold KRE as of Q2 2022.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 150 State Street SPDR S&P Regional Banking ETF shares in Q2 2022, an estimated $10K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and held it in 5 quarters.
TCI Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $16K in Q2 2017.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.