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

WealthBridge Capital Management’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	-5,553	Closed	-$244K	–	194
2023 Q1	$244K	Sell	5,553 -4,964	-47%	-$282K	0.1%	167
2022 Q4	$618K	Buy	10,517 +4,454	+73%	+$274K	0.26%	75
2022 Q3	$352K	Hold	6,063	–	–	0.15%	130
2022 Q2	$352K	Buy	6,063 +508	+9%	+$31.7K	0.15%	130
2022 Q1	$383K	Sell	5,555 -1,011	-15%	-$73.7K	0.14%	119
2021 Q4	$465K	Sell	6,566 -4,008	-38%	-$287K	0.17%	104
2021 Q3	$716K	Sell	10,574 -1,994	-16%	-$128K	0.27%	78
2021 Q2	$824K	Buy	12,568 +3,077	+32%	+$210K	0.3%	73
2021 Q1	$630K	Buy	+9,491	New	+$592K	0.26%	82
2020 Q1	–	Sell	-18,283	Closed	-$1.06M	–	129
2019 Q4	$1.06M	Sell	18,283 -1,430	-7%	-$79.3K	0.69%	38
2019 Q3	$1.04M	Sell	19,713 -7,303	-27%	-$381K	0.75%	34
2019 Q2	$1.26M	Buy	27,016 +2,356	+10%	+$126K	1.15%	23
2019 Q1	$1.35M	Sell	24,660 -2,356	-9%	-$126K	0.86%	25
2018 Q4	$1.26M	Buy	+27,016	New	+$1.44M	0.96%	23

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

WealthBridge Capital Management's KRE Position: Q2 2023 in Review

WealthBridge Capital Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 5,553 shares — an estimated $244K sold.

WealthBridge Capital Management first reported a position in KRE in Q4 2018 and held it in 14 quarters. The position peaked at $1.35M in Q1 2019. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

WealthBridge Capital Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
WealthBridge Capital Management sold 5,553 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $244K.
WealthBridge Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 14 quarters.
WealthBridge Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.35M in Q1 2019.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on WealthBridge Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.