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

Ulland Investment 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
Q3 		– Sell
-96
Closed -$6K – 233
2022
Q2 		$6K Hold
96
– – 0.01% 210
2022
Q1 		$7K Hold
96
– – 0.01% 214
2021
Q4 		$7K Buy
+96
New +$6.87K ﹤0.01% 182

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ulland Investment Advisors's KRE Position: Q3 2022 in Review

Ulland Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2022, closing a stake of 96 shares — an estimated $6K sold.

Ulland Investment Advisors first reported a position in KRE in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 444 funds tracked by Wall St. Rank hold KRE as of Q3 2022.

  • Ulland Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 96 State Street SPDR S&P Regional Banking ETF shares in Q3 2022, an estimated $6K.
  • Ulland Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 3 quarters.
  • Ulland Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $7K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.