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

Mascoma 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
2023 Q4	–	Sell	-76	Closed	-$3.17K	–	492
2023 Q3	$3.17K	Buy	+76	New	+$3.39K	﹤0.01%	438
2023 Q1	–	Sell	-112	Closed	-$6.58K	–	615
2022 Q4	$6.58K	Sell	112 -150	-57%	-$9.23K	﹤0.01%	456
2022 Q3	$15K	Sell	262 -43	-14%	-$2.69K	0.01%	359
2022 Q2	$18K	Sell	305 -659	-68%	-$41.2K	0.01%	350
2022 Q1	$66K	Buy	964 +609	+172%	+$44.4K	0.02%	229
2021 Q4	$25K	Buy	+355	New	+$25.4K	0.01%	297

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mascoma Wealth Management's KRE Position: Q4 2023 in Review

Mascoma Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 76 shares — an estimated $3.17K sold.

Mascoma Wealth Management first reported a position in KRE in Q4 2021 and held it in 6 quarters. The position peaked at $66K in Q1 2022. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

Mascoma Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 76 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $3.17K.
Mascoma Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 6 quarters.
Mascoma Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $66K in Q1 2022.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.