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

Blue Chip 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 Q2	–	Sell	-5,996	Closed	-$301K	–	192
2024 Q1	$301K	Buy	5,996 +47	+0.8%	+$2.32K	0.03%	111
2023 Q4	$312K	Buy	5,949 +8	+0.1%	+$358	0.03%	113
2023 Q3	$248K	Buy	5,941 +51	+0.9%	+$2.27K	0.03%	124
2023 Q2	$240K	Buy	+5,890	New	+$242K	0.03%	133

Other funds holding KRE

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

Blue Chip Partners's KRE Position: Q2 2024 in Review

Blue Chip Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2024, closing a stake of 5,996 shares — an estimated $301K sold.

Blue Chip Partners first reported a position in KRE in Q2 2023 and held it in 4 quarters. The position peaked at $312K in Q4 2023. 439 funds tracked by Wall St. Rank hold KRE as of Q2 2024.

Blue Chip Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2024 after selling out during the quarter.
Blue Chip Partners sold 5,996 State Street SPDR S&P Regional Banking ETF shares in Q2 2024, an estimated $301K.
Blue Chip Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 4 quarters.
Blue Chip Partners's State Street SPDR S&P Regional Banking ETF position peaked at $312K in Q4 2023.
439 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2024.

Based on Blue Chip Partners's 13F filing for Q2 2024, filed 29 Jul 2024.