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

Naples Money 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
2024 Q3	$8.21K	Sell	145 -1,770	-92%	-$97.2K	0.01%	205
2024 Q2	$93.6K	Buy	1,915 +15	+0.8%	+$724	0.08%	68
2024 Q1	$95.6K	Sell	1,900 -86	-4%	-$4.24K	0.1%	68
2023 Q4	$104K	Buy	+1,986	New	+$88.8K	0.1%	71

Other funds holding KRE

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Naples Money Management's KRE Position: Q3 2024 in Review

Naples Money Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 92% in Q3 2024, selling an estimated $97.2K and leaving 145 shares worth $8.21K. The position accounts for 0.01% of the portfolio, ranked #205.

Naples Money Management first reported a position in KRE in Q4 2023 and has held it in 4 quarters since. The position peaked at $104K in Q4 2023. 459 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

Naples Money Management held 145 shares of State Street SPDR S&P Regional Banking ETF worth $8.21K as of Q3 2024.
Naples Money Management sold 1,770 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $97.2K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #205 holding.
Naples Money Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 4 quarters since.
Naples Money Management's State Street SPDR S&P Regional Banking ETF position peaked at $104K in Q4 2023.
459 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.