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

Tobias Financial 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
2020
Q1 		– Sell
-590
Closed -$34K – 173
2019
Q4 		$34K Buy
+590
New +$32.7K 0.02% 110

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tobias Financial Advisors's KRE Position: Q1 2020 in Review

Tobias Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 590 shares — an estimated $34K sold.

Tobias Financial Advisors first reported a position in KRE in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

  • Tobias Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 590 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $34K.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $34K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.