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

Tiedemann 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
2021 Q3	–	Sell	-3,055	Closed	-$200K	–	336
2021 Q2	$200K	Hold	3,055	–	–	0.01%	348
2021 Q1	$202K	Buy	+3,055	New	+$191K	0.01%	315
2019 Q3	–	Sell	-5,000	Closed	-$267K	–	311
2019 Q2	$267K	Hold	5,000	–	–	0.01%	250
2019 Q1	$257K	Hold	5,000	–	–	0.01%	379
2018 Q4	$234K	Hold	5,000	–	–	0.01%	372
2018 Q3	$297K	Buy	+5,000	New	+$312K	0.02%	259

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

RBA

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

Tiedemann Advisors's KRE Position: Q3 2021 in Review

Tiedemann Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2021, closing a stake of 3,055 shares — an estimated $200K sold.

Tiedemann Advisors first reported a position in KRE in Q3 2018 and held it in 6 quarters. The position peaked at $297K in Q3 2018. 441 funds tracked by Wall St. Rank hold KRE as of Q3 2021.

Tiedemann Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 3,055 State Street SPDR S&P Regional Banking ETF shares in Q3 2021, an estimated $200K.
Tiedemann Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 6 quarters.
Tiedemann Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $297K in Q3 2018.
441 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.