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

Bouvel Investment 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	-44,899	Closed	-$2.35M	–	78
2023 Q4	$2.35M	Sell	44,899 -1,428	-3%	-$63.9K	1.1%	42
2023 Q3	$1.94M	Sell	46,327 -1,730	-4%	-$77.1K	1.05%	44
2023 Q2	$1.96M	Sell	48,057 -791	-2%	-$32.5K	1.07%	46
2023 Q1	$2.14M	Buy	+48,848	New	+$2.77M	1.25%	35

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

Bouvel Investment Partners's KRE Position: Q1 2024 in Review

Bouvel Investment Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 44,899 shares — an estimated $2.35M sold.

Bouvel Investment Partners first reported a position in KRE in Q1 2023 and held it in 4 quarters. The position peaked at $2.35M in Q4 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Bouvel Investment Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
Bouvel Investment Partners sold 44,899 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $2.35M.
Bouvel Investment Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 4 quarters.
Bouvel Investment Partners's State Street SPDR S&P Regional Banking ETF position peaked at $2.35M in Q4 2023.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on Bouvel Investment Partners's 13F filing for Q1 2024, filed 16 Apr 2024.