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WealthTrust Axiom’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthTrust Axiom’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
2021
Q1 		– Sell
-12,000
Closed -$623K – 259
2020
Q4 		$623K Buy
+12,000
New +$549K 0.23% 97

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $235B AUM 32.99% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

WealthTrust Axiom's KRE Position: Q1 2021 in Review

WealthTrust Axiom sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 12,000 shares — an estimated $623K sold.

WealthTrust Axiom first reported a position in KRE in Q4 2020 and held it in 1 quarter. The position peaked at $623K in Q4 2020. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

  • WealthTrust Axiom reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
  • WealthTrust Axiom sold 12,000 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $623K.
  • WealthTrust Axiom first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 1 quarter.
  • WealthTrust Axiom's State Street SPDR S&P Regional Banking ETF position peaked at $623K in Q4 2020.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on WealthTrust Axiom's 13F filing for Q1 2021, filed 14 Apr 2021.