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

Baldwin Wealth 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
2024 Q1	–	Sell	-76	Closed	-$3.98K	–	715
2023 Q4	$3.98K	Hold	76	–	–	﹤0.01%	632
2023 Q3	$3.17K	Hold	76	–	–	﹤0.01%	660
2023 Q2	$3.1K	Sell	76 -25	-25%	-$1.03K	﹤0.01%	677
2023 Q1	$4.43K	Hold	101	–	–	﹤0.01%	685
2022 Q4	$5.93K	Hold	101	–	–	﹤0.01%	648
2022 Q3	$6K	Hold	101	–	–	﹤0.01%	550
2022 Q2	$6K	Hold	101	–	–	﹤0.01%	579
2022 Q1	$7K	Hold	101	–	–	﹤0.01%	565
2021 Q4	$7K	Hold	101	–	–	﹤0.01%	530
2021 Q3	$7K	Hold	101	–	–	﹤0.01%	544
2021 Q2	$7K	Hold	101	–	–	﹤0.01%	559
2021 Q1	$7K	Hold	101	–	–	﹤0.01%	540
2020 Q4	$5K	Hold	101	–	–	﹤0.01%	498
2020 Q3	$4K	Sell	101 -100	-50%	-$3.77K	﹤0.01%	485
2020 Q2	$8K	Hold	201	–	–	﹤0.01%	442
2020 Q1	$7K	Hold	201	–	–	﹤0.01%	449
2019 Q4	$12K	Hold	201	–	–	﹤0.01%	445
2019 Q3	$11K	Hold	201	–	–	﹤0.01%	447
2019 Q2	$11K	Hold	201	–	–	﹤0.01%	445
2019 Q1	$10K	Hold	201	–	–	﹤0.01%	454
2018 Q4	$9K	Hold	201	–	–	﹤0.01%	445
2018 Q3	$12K	Hold	201	–	–	﹤0.01%	450
2018 Q2	$12K	Hold	201	–	–	﹤0.01%	445
2018 Q1	$12K	Buy	201 +101	+101%	+$6.27K	﹤0.01%	422
2017 Q4	$6K	Buy	+100	New	+$5.75K	﹤0.01%	434

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Baldwin Wealth Partners's KRE Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 76 shares — an estimated $3.98K sold.

Baldwin Wealth Partners first reported a position in KRE in Q4 2017 and held it in 25 quarters. The position peaked at $12K in Q4 2019. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 76 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $3.98K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 25 quarters.
Baldwin Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $12K in Q4 2019.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.