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

Wealth & Pension Services Group’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
2018
Q4 		– Sell
-5,793
Closed -$344K – 107
2018
Q3 		$344K Buy
+5,793
New +$361K 0.35% 62

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealth & Pension Services Group's KRE Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 5,793 shares — an estimated $344K sold.

Wealth & Pension Services Group first reported a position in KRE in Q3 2018 and held it in 1 quarter. The position peaked at $344K in Q3 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 5,793 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $344K.
  • Wealth & Pension Services Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's State Street SPDR S&P Regional Banking ETF position peaked at $344K in Q3 2018.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.