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

BHZ Capital 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
Q2 		– Sell
-60,000
Closed -$3.02M – 20
2024
Q1 		$3.02M Sell
60,000
-410,000
-87% -$20.2M 3.43% 9
2023
Q4 		$24.6M Buy
+470,000
New +$21M 13.03% 2
2022
Q2 		– Sell
-260,000
Closed -$13.3M – 131
2022
Q1 		$13.3M Sell
260,000
-420,000
-62% -$30.6M 4.49% 2
2021
Q4 		$30.2M Buy
680,000
+560,000
+467% +$40.1M 10.25% 1
2021
Q3 		$3.86M Buy
+120,000
New +$7.72M 1.31% 24

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return