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

Empire Financial Management Company’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	-5,000	Closed	-$283K	–	210
2024 Q3	$283K	Buy	+5,000	New	+$274K	0.09%	178
2024 Q2	–	Sell	-5,000	Closed	-$251K	–	209
2024 Q1	$251K	Hold	5,000	–	–	0.08%	186
2023 Q4	$262K	Hold	5,000	–	–	0.1%	174
2023 Q3	$209K	Buy	+5,000	New	+$223K	0.09%	185

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 $1.6B AUM 20.7% 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

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

Empire Financial Management Company's KRE Position: Q4 2024 in Review

Empire Financial Management Company sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 5,000 shares — an estimated $283K sold.

Empire Financial Management Company first reported a position in KRE in Q3 2023 and held it in 4 quarters. The position peaked at $283K in Q3 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Empire Financial Management Company reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Empire Financial Management Company sold 5,000 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $283K.
Empire Financial Management Company first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 4 quarters.
Empire Financial Management Company's State Street SPDR S&P Regional Banking ETF position peaked at $283K 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 Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.