Plante Moran Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Plante Moran Financial Advisors’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	-145	Closed	-$5.92K	–	815
2023 Q2	$5.92K	Buy	+145	New	+$5.95K	﹤0.01%	617
2023 Q1	–	Sell	-9	Closed	-$529	–	849
2022 Q4	$529	Buy	+9	New	+$554	﹤0.01%	791
2022 Q1	–	Sell	-519	Closed	-$37K	–	911
2021 Q4	$37K	Hold	519	–	–	0.01%	417
2021 Q3	$35K	Hold	519	–	–	0.01%	448
2021 Q2	$34K	Hold	519	–	–	0.01%	447
2021 Q1	$34K	Sell	519 -518	-50%	-$32.3K	0.01%	438
2020 Q4	$54K	Buy	1,037 +440	+74%	+$20.1K	0.02%	348
2020 Q3	$21K	Hold	597	–	–	0.01%	487
2020 Q2	$23K	Hold	597	–	–	0.01%	405
2020 Q1	$19K	Buy	597 +207	+53%	+$10.1K	0.01%	396
2019 Q4	$23K	Hold	390	–	–	0.01%	441
2019 Q3	$21K	Hold	390	–	–	0.01%	481
2019 Q2	$21K	Hold	390	–	–	0.01%	470
2019 Q1	$20K	Buy	390 +215	+123%	+$11.5K	0.01%	472
2018 Q4	$8K	Sell	175 -150	-46%	-$8.02K	﹤0.01%	536
2018 Q3	$19K	Sell	325 -500	-61%	-$31.2K	0.01%	437
2018 Q2	$50K	Sell	825 -175	-18%	-$11K	0.03%	324
2018 Q1	$60K	Hold	1,000	–	–	0.03%	311
2017 Q4	$59K	Hold	1,000	–	–	0.03%	307
2017 Q3	$57K	Sell	1,000 -459	-31%	-$24.7K	0.03%	279
2017 Q2	$80K	Sell	1,459 -642	-31%	-$34.5K	0.05%	241
2017 Q1	$115K	Buy	2,101 +9	+0.4%	+$504	0.07%	190
2016 Q4	$116K	Buy	2,092 +492	+31%	+$24.1K	0.07%	197
2016 Q3	$68K	Buy	1,600 +400	+33%	+$16.4K	0.05%	261
2016 Q2	$46K	Buy	1,200 +500	+71%	+$19.8K	0.03%	300
2016 Q1	$26K	Buy	+700	New	+$25.7K	0.02%	347
2015 Q1	–	Sell	-66	Closed	-$3K	–	760
2014 Q4	$3K	Buy	+66	New	+$2.59K	﹤0.01%	722

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

Plante Moran Financial Advisors's KRE Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 145 shares — an estimated $5.92K sold.

Plante Moran Financial Advisors first reported a position in KRE in Q4 2014 and held it in 27 quarters. The position peaked at $116K in Q4 2016. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 145 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $5.92K.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and held it in 27 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $116K in Q4 2016.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.