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

Kolinsky 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 		$230K Hold
3,807
– – 0.14% 150
2024
Q3 		$215K Buy
+3,807
New +$209K 0.14% 154

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Kolinsky Wealth Management's KRE Position: Q4 2024 in Review

Kolinsky Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q4 2024 at 3,807 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #150.

Kolinsky Wealth Management first reported a position in KRE in Q3 2024 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

  • Kolinsky Wealth Management held 3,807 shares of State Street SPDR S&P Regional Banking ETF worth $230K as of Q4 2024.
  • Kolinsky Wealth Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Regional Banking ETF made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #150 holding.
  • Kolinsky Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.