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

Anchor 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
2023 Q3	–	Sell	-1,680	Closed	-$68.6K	–	991
2023 Q2	$68.6K	Hold	1,680	–	–	0.01%	463
2023 Q1	$73.7K	Buy	1,680 +1,280	+320%	+$72.6K	0.01%	476
2022 Q4	$23.5K	Hold	400	–	–	﹤0.01%	620
2022 Q3	$23.6K	Hold	400	–	–	﹤0.01%	606
2022 Q2	$23.2K	Hold	400	–	–	﹤0.01%	628
2022 Q1	$27.6K	Hold	400	–	–	﹤0.01%	619
2021 Q4	$28.3K	Hold	400	–	–	﹤0.01%	641
2021 Q3	$27.1K	Hold	400	–	–	﹤0.01%	596
2021 Q2	$26.2K	Hold	400	–	–	﹤0.01%	623
2021 Q1	$26.5K	Hold	400	–	–	﹤0.01%	592
2020 Q4	$20.8K	Hold	400	–	–	﹤0.01%	594
2020 Q3	$14.3K	Hold	400	–	–	﹤0.01%	604
2020 Q2	$15.4K	Sell	400 -190	-32%	-$6.95K	﹤0.01%	583
2020 Q1	$19.2K	Sell	590 -52	-8%	-$2.54K	0.01%	542
2019 Q4	$37.4K	Hold	642	–	–	0.01%	502
2019 Q3	$33.9K	Hold	642	–	–	0.01%	503
2019 Q2	$34.3K	Sell	642 -50	-7%	-$2.67K	0.01%	504
2019 Q1	$35.5K	Buy	692 +12	+2%	+$640	0.01%	493
2018 Q4	$31.8K	Buy	+680	New	+$36.4K	0.01%	496

Other funds holding KRE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Anchor Investment Management's KRE Position: Q3 2023 in Review

Anchor Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 1,680 shares — an estimated $68.6K sold.

Anchor Investment Management first reported a position in KRE in Q4 2018 and held it in 19 quarters. The position peaked at $73.7K in Q1 2023. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

Anchor Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 1,680 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $68.6K.
Anchor Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 19 quarters.
Anchor Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $73.7K in Q1 2023.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.