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

Jamison Private 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 Q4	–	Sell	-2,714	Closed	-$154K	–	340
2024 Q3	$154K	Sell	2,714 -173	-6%	-$9.5K	0.02%	204
2024 Q2	$142K	Buy	2,887 +23	+0.8%	+$1.11K	0.02%	196
2024 Q1	$144K	Buy	2,864 +120	+4%	+$5.92K	0.02%	194
2023 Q4	$144K	Buy	2,744 +286	+12%	+$12.8K	0.03%	186
2023 Q3	$103K	Buy	+2,458	New	+$110K	0.02%	197

Other funds holding KRE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Jamison Private Wealth Management's KRE Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 2,714 shares — an estimated $154K sold.

Jamison Private Wealth Management first reported a position in KRE in Q3 2023 and held it in 5 quarters. The position peaked at $154K in Q3 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Jamison Private Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 2,714 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $154K.
Jamison Private Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $154K in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.