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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return