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

FAS Wealth Partners’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	-5,220	Closed	-$213K	–	428
2023 Q2	$213K	Buy	+5,220	New	+$214K	0.03%	250
2021 Q3	–	Sell	-16	Closed	-$1K	–	404
2021 Q2	$1K	Buy	+16	New	+$1.09K	﹤0.01%	371

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

FAS Wealth Partners's KRE Position: Q3 2023 in Review

FAS Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 5,220 shares — an estimated $213K sold.

FAS Wealth Partners first reported a position in KRE in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

FAS Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
FAS Wealth Partners sold 5,220 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $213K.
FAS Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2021 and held it in 2 quarters.
FAS Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $213K in Q2 2023.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on FAS Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.