Meitav Investment House’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-1,023	Closed	-$41.7K	–	445
2023 Q2	$41.7K	Buy	+1,023	New	+$42K	﹤0.01%	459
2023 Q1	–	Sell	-41,365	Closed	-$2.45M	–	369
2022 Q4	$2.45M	Sell	41,365 -410,525	-91%	-$25.3M	0.04%	172
2022 Q3	$26.7M	Buy	+451,890	New	+$28.3M	0.47%	57
2022 Q2	–	Sell	-761,807	Closed	-$52.1M	–	365
2022 Q1	$52.1M	Buy	761,807 +757,990	+19,858%	+$55.2M	0.77%	39
2021 Q4	$270K	Sell	3,817 -437,855	-99%	-$31.3M	﹤0.01%	354
2021 Q3	$29.9M	Sell	441,672 -223,688	-34%	-$14.4M	0.49%	64
2021 Q2	$43.6M	Buy	665,360 +210,560	+46%	+$14.4M	1.11%	32
2021 Q1	$30.2K	Buy	+454,800	New	+$28.4M	0.84%	35
2019 Q3	–	Sell	-4,540	Closed	-$242K	–	463
2019 Q2	$242K	Buy	+4,540	New	+$242K	0.02%	373
2018 Q4	–	Sell	-294,227	Closed	-$17.5M	–	404
2018 Q3	$17.5M	Buy	294,227 +74,874	+34%	+$4.67M	0.85%	39
2018 Q2	$13.7M	Sell	219,353 -2,853	-1%	-$179K	0.61%	50
2018 Q1	$13.4M	Sell	222,206 -413,890	-65%	-$25.7M	0.68%	46
2017 Q4	$37.4M	Buy	+636,096	New	+$36.5M	2.19%	10

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Meitav Investment House's KRE Position: Q3 2023 in Review

Meitav Investment House sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 1,023 shares — an estimated $41.7K sold.

Meitav Investment House first reported a position in KRE in Q4 2017 and held it in 13 quarters. The position peaked at $52.1M in Q1 2022. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

Meitav Investment House reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 1,023 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $41.7K.
Meitav Investment House first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 13 quarters.
Meitav Investment House's State Street SPDR S&P Regional Banking ETF position peaked at $52.1M in Q1 2022.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.