Investment House LLC’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Investment House LLC’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	-12,869	Closed	-$538K	–	197
2023 Q3	$538K	Sell	12,869 -2,897	-18%	-$129K	0.04%	142
2023 Q2	$644K	Buy	15,766 +1,338	+9%	+$54.9K	0.05%	136
2023 Q1	$633K	Buy	+14,428	New	+$818K	0.05%	136
2021 Q1	–	Sell	-9,410	Closed	-$489K	–	209
2020 Q4	$489K	Buy	+9,410	New	+$430K	0.03%	156
2018 Q3	–	Sell	-5,230	Closed	-$319K	–	194
2018 Q2	$319K	Buy	+5,230	New	+$328K	0.04%	160
2018 Q1	–	Sell	-6,290	Closed	-$370K	–	196
2017 Q4	$370K	Hold	6,290	–	–	0.05%	152
2017 Q3	$357K	Buy	+6,290	New	+$338K	0.05%	151

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Investment House LLC's KRE Position: Q4 2023 in Review

Investment House LLC sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 12,869 shares — an estimated $538K sold.

Investment House LLC first reported a position in KRE in Q3 2017 and held it in 7 quarters. The position peaked at $644K in Q2 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

Investment House LLC reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
Investment House LLC sold 12,869 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $538K.
Investment House LLC first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2017 and held it in 7 quarters.
Investment House LLC's State Street SPDR S&P Regional Banking ETF position peaked at $644K in Q2 2023.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Investment House LLC's 13F filing for Q4 2023, filed 5 Feb 2024.