Long Run Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Long Run Wealth Advisors’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	–	Sell	-66,882	Closed	-$3.36M	–	102
2024 Q1	$3.36M	Buy	66,882 +1,483	+2%	+$73.2K	0.89%	35
2023 Q4	$3.43M	Buy	65,399 +3,490	+6%	+$156K	0.99%	28
2023 Q3	$2.59M	Buy	61,909 +2,423	+4%	+$108K	0.84%	32
2023 Q2	$2.43M	Buy	59,486 +8,460	+17%	+$347K	0.78%	35
2023 Q1	$2.24M	Buy	51,026 +15,477	+44%	+$878K	0.76%	38
2022 Q4	$2.09M	Buy	35,549 +638	+2%	+$39.3K	0.75%	37
2022 Q3	$2.06M	Buy	34,911 +9,985	+40%	+$624K	0.81%	33
2022 Q2	$1.45M	Buy	24,926 +1,465	+6%	+$91.5K	0.56%	43
2022 Q1	$1.61M	Buy	+23,461	New	+$1.71M	0.56%	44

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

Long Run Wealth Advisors's KRE Position: Q2 2024 in Review

Long Run Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2024, closing a stake of 66,882 shares — an estimated $3.36M sold.

Long Run Wealth Advisors first reported a position in KRE in Q1 2022 and held it in 9 quarters. The position peaked at $3.43M in Q4 2023. 438 funds tracked by Wall St. Rank hold KRE as of Q2 2024.

Long Run Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2024 after selling out during the quarter.
Long Run Wealth Advisors sold 66,882 State Street SPDR S&P Regional Banking ETF shares in Q2 2024, an estimated $3.36M.
Long Run Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 9 quarters.
Long Run Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $3.43M 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 Long Run Wealth Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.