Wealthspire Advisors (Maryland)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$255K	Sell	7,148 -6,551	-48%	-$247K	0.01%	383
2020 Q2	$526K	Buy	+13,699	New	+$501K	0.04%	249
2019 Q2	–	Sell	-1,219	Closed	-$63K	–	1281
2019 Q1	$63K	Buy	1,219 +16	+1%	+$854	﹤0.01%	810
2018 Q4	$56K	Hold	1,203	–	–	0.01%	810
2018 Q3	$71K	Hold	1,203	–	–	0.01%	827
2018 Q2	$73K	Hold	1,203	–	–	0.01%	828
2018 Q1	$73K	Hold	1,203	–	–	0.01%	833
2017 Q4	$71K	Hold	1,203	–	–	0.01%	861
2017 Q3	$68K	Sell	1,203 -1,000	-45%	-$53.7K	0.01%	860
2017 Q2	$121K	Buy	2,203 +1,000	+83%	+$53.8K	0.01%	618
2017 Q1	$66K	Hold	1,203	–	–	0.01%	724
2016 Q4	$67K	Hold	1,203	–	–	0.01%	691
2016 Q3	$51K	Hold	1,203	–	–	0.01%	767
2016 Q2	$46K	Hold	1,203	–	–	0.01%	760
2016 Q1	$45K	Hold	1,203	–	–	0.01%	730
2015 Q4	$50K	Buy	+1,203	New	+$52K	0.01%	714

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s KRE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 48% in Q3 2020, selling an estimated $247K and leaving 7,148 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #383.

Wealthspire Advisors (Maryland) first reported a position in KRE in Q4 2015 and has held it in 16 quarters since. The position peaked at $526K in Q2 2020. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

Wealthspire Advisors (Maryland) held 7,148 shares of State Street SPDR S&P Regional Banking ETF worth $255K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 6,551 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $247K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #383 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and has held it in 16 quarters since.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Regional Banking ETF position peaked at $526K in Q2 2020.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.