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

Visionary Wealth 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
2023 Q1	–	Sell	-9,427	Closed	-$554K	–	469
2022 Q4	$554K	Buy	9,427 +645	+7%	+$39.7K	0.05%	225
2022 Q3	$517K	Buy	8,782 +3,990	+83%	+$250K	0.05%	220
2022 Q2	$278K	Buy	+4,792	New	+$299K	0.02%	337

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Visionary Wealth Advisors's KRE Position: Q1 2023 in Review

Visionary Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2023, closing a stake of 9,427 shares — an estimated $554K sold.

Visionary Wealth Advisors first reported a position in KRE in Q2 2022 and held it in 3 quarters. The position peaked at $554K in Q4 2022. 487 funds tracked by Wall St. Rank hold KRE as of Q1 2023.

Visionary Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 9,427 State Street SPDR S&P Regional Banking ETF shares in Q1 2023, an estimated $554K.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and held it in 3 quarters.
Visionary Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $554K in Q4 2022.
487 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.