Evermay Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Evermay Wealth Management’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
2023 Q3	–	Sell	-155	Closed	-$6.33K	–	571
2023 Q2	$6.33K	Hold	155	–	–	﹤0.01%	455
2023 Q1	$6.8K	Sell	155 -740	-83%	-$42K	﹤0.01%	443
2022 Q4	$52.6K	Hold	895	–	–	0.01%	292
2022 Q3	$53K	Hold	895	–	–	0.01%	272
2022 Q2	$52K	Sell	895 -29	-3%	-$1.81K	0.01%	275
2022 Q1	$64K	Buy	924 +769	+496%	+$56K	0.01%	279
2021 Q4	$11K	Hold	155	–	–	﹤0.01%	401
2021 Q3	$11K	Hold	155	–	–	﹤0.01%	379
2021 Q2	$10K	Buy	+155	New	+$10.6K	﹤0.01%	409

Other funds holding KRE

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Evermay Wealth Management's KRE Position: Q3 2023 in Review

Evermay Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 155 shares — an estimated $6.33K sold.

Evermay Wealth Management first reported a position in KRE in Q2 2021 and held it in 9 quarters. The position peaked at $64K in Q1 2022. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

Evermay Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 155 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $6.33K.
Evermay Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2021 and held it in 9 quarters.
Evermay Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $64K in Q1 2022.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.