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Wagner Wealth Management (South Carolina)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-3,850
Closed -$255K – 699
2021
Q1 		$255K Buy
3,850
+3,750
+3,750% +$234K 0.2% 93
2020
Q4 		$5K Buy
+100
New +$4.57K ﹤0.01% 194

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KRE Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2021, closing a stake of 3,850 shares — an estimated $255K sold.

Wagner Wealth Management (South Carolina) first reported a position in KRE in Q4 2020 and held it in 2 quarters. The position peaked at $255K in Q1 2021. 448 funds tracked by Wall St. Rank hold KRE as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 3,850 State Street SPDR S&P Regional Banking ETF shares in Q2 2021, an estimated $255K.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s State Street SPDR S&P Regional Banking ETF position peaked at $255K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.