Paloma Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Paloma Partners’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 Q1	–	Sell	-50,000	Closed	-$2.94M	–	878
2022 Q4	$2.94M	Buy	+50,000	New	+$3.08M	0.14%	141
2019 Q4	–	Sell	-100,000	Closed	-$5.28M	–	2347
2019 Q3	$5.28M	Sell	100,000 -150,000	-60%	-$7.83M	0.11%	147
2019 Q2	$13.4M	Buy	+250,000	New	+$13.4M	0.23%	73

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

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

Paloma Partners's KRE Position: Q4 2024 in Review

Paloma Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 19,223 shares — an estimated $1.09M sold.

Paloma Partners first reported a position in KRE in Q2 2015 and held it in 19 quarters. The position peaked at $39.3M in Q2 2020. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Paloma Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 19,223 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $1.09M.
Paloma Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2015 and held it in 19 quarters.
Paloma Partners's State Street SPDR S&P Regional Banking ETF position peaked at $39.3M in Q2 2020.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.