Clear Point Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Clear Point Advisors’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	-201	Closed	-$11.4K	–	350
2024 Q3	$11.4K	Buy	+201	New	+$11K	0.01%	326
2024 Q2	–	Sell	-875	Closed	-$44K	–	581
2024 Q1	$44K	Buy	+875	New	+$43.2K	0.04%	210
2023 Q4	–	Hold	0	–	–	–	196

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clear Point Advisors's KRE Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 201 shares — an estimated $11.4K sold.

Clear Point Advisors first reported a position in KRE in Q1 2024 and held it in 2 quarters. The position peaked at $44K in Q1 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Clear Point Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 201 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $11.4K.
Clear Point Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and held it in 2 quarters.
Clear Point Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $44K in Q1 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.