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

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-38,600	Closed	-$2.18M	–	654
2024 Q3	$2.18M	Buy	+38,600	New	+$2.12M	0.08%	256
2023 Q4	–	Sell	-1,133	Closed	-$47.3K	–	1280
2023 Q3	$47.3K	Hold	1,133	–	–	﹤0.01%	883
2023 Q2	$46.2K	Buy	1,133 +691	+156%	+$28.4K	﹤0.01%	838
2023 Q1	$19.4K	Hold	442	–	–	﹤0.01%	984
2022 Q4	$25.9K	Buy	+442	New	+$27.2K	﹤0.01%	904

Other funds holding KRE

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cary Street Partners Investment Advisory's KRE Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 38,600 shares — an estimated $2.18M sold.

Cary Street Partners Investment Advisory first reported a position in KRE in Q4 2022 and held it in 5 quarters. The position peaked at $2.18M in Q3 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 38,600 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $2.18M.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's State Street SPDR S&P Regional Banking ETF position peaked at $2.18M in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.