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

Aveo Capital 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
2023
Q4 		– Sell
-8,500
Closed -$355K – 359
2023
Q3 		$355K Buy
+8,500
New +$379K 0.05% 240

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Bank of America
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MCM
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Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Aveo Capital Partners's KRE Position: Q4 2023 in Review

Aveo Capital Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 8,500 shares — an estimated $355K sold.

Aveo Capital Partners first reported a position in KRE in Q3 2023 and held it in 1 quarter. The position peaked at $355K in Q3 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

  • Aveo Capital Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 8,500 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $355K.
  • Aveo Capital Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 1 quarter.
  • Aveo Capital Partners's State Street SPDR S&P Regional Banking ETF position peaked at $355K in Q3 2023.
  • 525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.