SEC 13F Intelligence

Paradigm Financial Advisors, LLC / KRE

Paradigm Financial Advisors, LLC’s Spdr Series Trust Position

Does Paradigm Financial Advisors, LLC own Spdr Series Trust (KRE)? Not currently — the last reported position was 53.8K shares worth $3M in Q3 2019; the fund’s latest 13F (Q4 2021) no longer reports it.

Position Value
$3M
Q3 2019
Shares
53.8K
% of Portfolio
+1.11%
Quarters Held
4
position exited

Position History KRE

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $3MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201953.8K$3M+1.11%
Q2 201989.1K$5M+1.75%
Q1 2019110.4K$6M+2.15%
Q4 2018107.2K$5M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of KRE.