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

Highline 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
Q4 		– Sell
-201
Closed -$8.39K – 425
2023
Q3 		$8.39K Sell
201
-299
-60% -$13.3K 0.01% 197
2023
Q2 		$20.4K Hold
500
– – 0.01% 128
2023
Q1 		$21.9K Buy
+500
New +$28.4K 0.02% 126

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

Highline Wealth Partners's KRE Position: Q4 2023 in Review

Highline Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 201 shares — an estimated $8.39K sold.

Highline Wealth Partners first reported a position in KRE in Q1 2023 and held it in 3 quarters. The position peaked at $21.9K in Q1 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

  • Highline Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
  • Highline Wealth Partners sold 201 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $8.39K.
  • Highline Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 3 quarters.
  • Highline Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $21.9K in Q1 2023.
  • 525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Highline Wealth Partners's 13F filing for Q4 2023, filed 29 Oct 2024.