Copperwynd Financial’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Copperwynd Financial’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	-50,778	Closed	-$2.66M	–	148
2023 Q4	$2.66M	Sell	50,778 -2,196	-4%	-$98.2K	1.06%	16
2023 Q3	$2.21M	Sell	52,974 -3,937	-7%	-$176K	1.04%	16
2023 Q2	$2.32M	Buy	56,911 +809	+1%	+$33.2K	1.08%	15
2023 Q1	$2.46M	Buy	+56,102	New	+$3.18M	1.26%	14

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

Copperwynd Financial's KRE Position: Q1 2024 in Review

Copperwynd Financial sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 50,778 shares — an estimated $2.66M sold.

Copperwynd Financial first reported a position in KRE in Q1 2023 and held it in 4 quarters. The position peaked at $2.66M in Q4 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Copperwynd Financial reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
Copperwynd Financial sold 50,778 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $2.66M.
Copperwynd Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 4 quarters.
Copperwynd Financial's State Street SPDR S&P Regional Banking ETF position peaked at $2.66M 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 Copperwynd Financial's 13F filing for Q1 2024, filed 30 Apr 2024.