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

Almanack Investment Partners’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
2022 Q4	–	Sell	-158	Closed	-$9K	–	713
2022 Q3	$9K	Sell	158 -7,268	-98%	-$455K	﹤0.01%	493
2022 Q2	$431K	Sell	7,426 -425	-5%	-$26.5K	0.04%	261
2022 Q1	$541K	Buy	7,851 +266	+4%	+$19.4K	0.05%	245
2021 Q4	$537K	Sell	7,585 -29,092	-79%	-$2.08M	0.04%	251
2021 Q3	$2.48M	Sell	36,677 -77,908	-68%	-$5.01M	0.22%	77
2021 Q2	$7.51M	Buy	114,585 +34,955	+44%	+$2.39M	0.72%	35
2021 Q1	$5.28M	Buy	+79,630	New	+$4.97M	0.54%	42

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

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

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

Citigroup New York $235B AUM 32.99% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Almanack Investment Partners's KRE Position: Q4 2022 in Review

Almanack Investment Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 158 shares — an estimated $9K sold.

Almanack Investment Partners first reported a position in KRE in Q1 2021 and held it in 7 quarters. The position peaked at $7.51M in Q2 2021. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

Almanack Investment Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 158 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $9K.
Almanack Investment Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 7 quarters.
Almanack Investment Partners's State Street SPDR S&P Regional Banking ETF position peaked at $7.51M in Q2 2021.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.