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

ICA Group 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
2024 Q2	$50.1K	Sell	1,020 -100	-9%	-$4.83K	0.03%	243
2024 Q1	$56.3K	Hold	1,120	–	–	0.01%	532
2023 Q4	$58.7K	Buy	+1,120	New	+$50.1K	0.01%	475
2023 Q3	–	Sell	-100	Closed	-$4.08K	–	753
2023 Q2	$4.08K	Hold	100	–	–	﹤0.01%	1019
2023 Q1	$4.39K	Hold	100	–	–	﹤0.01%	974
2022 Q4	$5.87K	Buy	+100	New	+$6.15K	﹤0.01%	934

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

ICA Group Wealth Management's KRE Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.9% in Q2 2024, selling an estimated $4.83K and leaving 1,020 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #243.

ICA Group Wealth Management first reported a position in KRE in Q4 2022 and has held it in 6 quarters since. The position peaked at $58.7K in Q4 2023. 438 funds tracked by Wall St. Rank hold KRE as of Q2 2024.

ICA Group Wealth Management held 1,020 shares of State Street SPDR S&P Regional Banking ETF worth $50.1K as of Q2 2024.
ICA Group Wealth Management sold 100 State Street SPDR S&P Regional Banking ETF shares in Q2 2024, an estimated $4.83K.
State Street SPDR S&P Regional Banking ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #243 holding.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $58.7K 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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.