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

Family 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
2020
Q4 		– Sell
-4,000
Closed -$143K – 175
2020
Q3 		$143K Buy
+4,000
New +$151K 0.06% 115

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Family Management's KRE Position: Q4 2023 in Review

Family Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 8,785 shares — an estimated $367K sold.

Family Management first reported a position in KRE in Q1 2019 and held it in 7 quarters. The position peaked at $1.14M in Q1 2019. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

  • Family Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
  • Family Management sold 8,785 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $367K.
  • Family Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2019 and held it in 7 quarters.
  • Family Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.14M in Q1 2019.
  • 525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Family Management's 13F filing for Q4 2023, filed 14 Feb 2024.