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Lugano Financial Advisors SA (LFA)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		– Sell
-5,599
Closed -$294K – 176
2023
Q4 		$294K Hold
5,599
– – 0.23% 49
2023
Q3 		$234K Buy
+5,599
New +$250K 0.2% 48

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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s KRE Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 5,599 shares — an estimated $294K sold.

Lugano Financial Advisors SA (LFA) first reported a position in KRE in Q3 2023 and held it in 2 quarters. The position peaked at $294K in Q4 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 5,599 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $294K.
  • Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s State Street SPDR S&P Regional Banking ETF position peaked at $294K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.