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

Wealthstreet Investment 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
2020 Q1	–	Sell	-11,785	Closed	-$686K	–	329
2019 Q4	$686K	Hold	11,785	–	–	0.08%	200
2019 Q3	$651K	Buy	11,785 +2,850	+32%	+$149K	0.08%	194
2019 Q2	$477K	Sell	8,935 -780	-8%	-$41.7K	0.06%	229
2019 Q1	$499K	Sell	9,715 -9,550	-50%	-$510K	0.07%	225
2018 Q4	$1.04M	Sell	19,265 -10,770	-36%	-$576K	0.15%	134
2018 Q3	$1.78M	Buy	30,035 +50	+0.2%	+$3.12K	0.22%	102
2018 Q2	$1.83M	Buy	29,985 +800	+3%	+$50.2K	0.24%	100
2018 Q1	$1.76M	Buy	29,185 +700	+2%	+$43.5K	0.22%	108
2017 Q4	$1.68M	Buy	+28,485	New	+$1.64M	0.2%	115

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealthstreet Investment Advisors's KRE Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 11,785 shares — an estimated $686K sold.

Wealthstreet Investment Advisors first reported a position in KRE in Q4 2017 and held it in 9 quarters. The position peaked at $1.83M in Q2 2018. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 11,785 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $686K.
Wealthstreet Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.83M in Q2 2018.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.