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

Westside Investment 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
2020 Q4	–	Sell	-160	Closed	-$5	–	661
2020 Q3	$5	Hold	160	–	–	﹤0.01%	547
2020 Q2	$6	Sell	160 -250	-61%	-$9.14K	﹤0.01%	525
2020 Q1	$13	Buy	+410	New	+$20.1K	﹤0.01%	434
2019 Q2	$1.47K	Buy	+27,587	New	+$1.47M	﹤0.01%	102
2018 Q4	$1.26M	Buy	+26,867	New	+$1.44M	0.46%	36
2018 Q3	–	Sell	-25,949	Closed	-$1.6M	–	790
2018 Q2	$1.6M	Buy	25,949 +507	+2%	+$31.8K	0.56%	26
2018 Q1	$1.51M	Buy	25,442 +30	+0.1%	+$1.86K	0.83%	22
2017 Q4	$1.52M	Buy	25,412 +150	+0.6%	+$8.62K	0.82%	25
2017 Q3	$1.43M	Buy	25,262 +360	+1%	+$19.3K	0.86%	22
2017 Q2	$1.38M	Sell	24,902 -110	-0.4%	-$5.92K	0.9%	19
2017 Q1	$1.33M	Buy	+25,012	New	+$1.4M	0.63%	22

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westside Investment Management's KRE Position: Q4 2020 in Review

Westside Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2020, closing a stake of 160 shares — an estimated $5 sold.

Westside Investment Management first reported a position in KRE in Q1 2017 and held it in 11 quarters. The position peaked at $1.6M in Q2 2018. 346 funds tracked by Wall St. Rank hold KRE as of Q4 2020.

Westside Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2020 after selling out during the quarter.
Westside Investment Management sold 160 State Street SPDR S&P Regional Banking ETF shares in Q4 2020, an estimated $5.
Westside Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 11 quarters.
Westside Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.6M in Q2 2018.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.