LRWA
KRE icon

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return