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

Transform Wealth’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	-18,113	Closed	-$1.19M	–	231
2021 Q2	$1.19M	Buy	+18,113	New	+$1.24M	0.14%	113
2019 Q3	–	Sell	-3,824	Closed	-$204K	–	230
2019 Q2	$204K	Buy	+3,824	New	+$204K	0.03%	223

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

Transform Wealth's KRE Position: Q3 2021 in Review

Transform Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2021, closing a stake of 18,113 shares — an estimated $1.19M sold.

Transform Wealth first reported a position in KRE in Q2 2019 and held it in 2 quarters. The position peaked at $1.19M in Q2 2021. 441 funds tracked by Wall St. Rank hold KRE as of Q3 2021.

Transform Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2021 after selling out during the quarter.
Transform Wealth sold 18,113 State Street SPDR S&P Regional Banking ETF shares in Q3 2021, an estimated $1.19M.
Transform Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2019 and held it in 2 quarters.
Transform Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $1.19M in Q2 2021.
441 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2021.

Based on Transform Wealth's 13F filing for Q3 2021, filed 15 Oct 2021.