Truvestments Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Truvestments Capital’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
2023 Q2	–	Sell	-300	Closed	-$13.2K	–	704
2023 Q1	$13.2K	Hold	300	–	–	0.01%	414
2022 Q4	$17.6K	Hold	300	–	–	0.01%	397
2022 Q3	$18K	Hold	300	–	–	0.01%	349
2022 Q2	$17K	Buy	+300	New	+$18.7K	0.01%	356
2022 Q1	–	Sell	-300	Closed	-$21K	–	365
2021 Q4	$21K	Hold	300	–	–	0.01%	340
2021 Q3	$20K	Hold	300	–	–	0.01%	318
2021 Q2	$20K	Sell	300 -300	-50%	-$20.5K	0.01%	321
2021 Q1	$40K	Buy	600 +225	+60%	+$14K	0.02%	306
2020 Q4	$19K	Hold	375	–	–	0.01%	367
2020 Q3	$13K	Hold	375	–	–	0.01%	247
2020 Q2	$14K	Hold	375	–	–	0.01%	345
2020 Q1	$12K	Buy	+375	New	+$18.4K	0.02%	327
2019 Q4	–	Sell	-975	Closed	-$51K	–	376
2019 Q3	$51K	Hold	975	–	–	0.03%	261
2019 Q2	$52K	Hold	975	–	–	0.04%	272
2019 Q1	$50K	Buy	+975	New	+$52K	0.04%	272
2018 Q3	$58K	Buy	+975	New	+$60.8K	0.03%	357

Other funds holding KRE

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Truvestments Capital's KRE Position: Q2 2023 in Review

Truvestments Capital sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 300 shares — an estimated $13.2K sold.

Truvestments Capital first reported a position in KRE in Q3 2018 and held it in 16 quarters. The position peaked at $58K in Q3 2018. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Truvestments Capital reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Truvestments Capital sold 300 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $13.2K.
Truvestments Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 16 quarters.
Truvestments Capital's State Street SPDR S&P Regional Banking ETF position peaked at $58K in Q3 2018.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Truvestments Capital's 13F filing for Q2 2023, filed 10 Aug 2023.