Finivi Inc’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Finivi Inc’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 Q2	–	Sell	-25,102	Closed	-$1.26M	–	92
2024 Q1	$1.26M	Sell	25,102 -798	-3%	-$39.4K	1.14%	31
2023 Q4	$1.36M	Buy	+25,900	New	+$1.16M	1.33%	25

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Finivi Inc's KRE Position: Q2 2024 in Review

Finivi Inc sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2024, closing a stake of 25,102 shares — an estimated $1.26M sold.

Finivi Inc first reported a position in KRE in Q4 2023 and held it in 2 quarters. The position peaked at $1.36M in Q4 2023. 438 funds tracked by Wall St. Rank hold KRE as of Q2 2024.

Finivi Inc reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2024 after selling out during the quarter.
Finivi Inc sold 25,102 State Street SPDR S&P Regional Banking ETF shares in Q2 2024, an estimated $1.26M.
Finivi Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 2 quarters.
Finivi Inc's State Street SPDR S&P Regional Banking ETF position peaked at $1.36M in Q4 2023.
438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2024.

Based on Finivi Inc's 13F filing for Q2 2024, filed 19 Dec 2025.