Beaird Harris Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Beaird Harris Wealth 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
2024 Q3	–	Sell	-784	Closed	-$38.5K	–	632
2024 Q2	$38.5K	Sell	784 -1,136	-59%	-$54.8K	﹤0.01%	243
2024 Q1	$96.5K	Buy	1,920 +214	+13%	+$10.6K	0.01%	160
2023 Q4	$89.5K	Buy	1,706 +564	+49%	+$25.2K	0.01%	151
2023 Q3	$47.7K	Hold	1,142	–	–	0.01%	176
2023 Q2	$46.6K	Hold	1,142	–	–	0.01%	173
2023 Q1	$50.1K	Buy	+1,142	New	+$64.8K	0.01%	168

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Beaird Harris Wealth Management's KRE Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2024, closing a stake of 784 shares — an estimated $38.5K sold.

Beaird Harris Wealth Management first reported a position in KRE in Q1 2023 and held it in 6 quarters. The position peaked at $96.5K in Q1 2024. 460 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

Beaird Harris Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 784 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $38.5K.
Beaird Harris Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 6 quarters.
Beaird Harris Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $96.5K in Q1 2024.
460 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.