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

QP 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 Q3	$448K	Sell	10,722 -520	-5%	-$23.2K	0.78%	39
2023 Q2	$459K	Buy	11,242 +352	+3%	+$14.4K	0.73%	39
2023 Q1	$478K	Buy	+10,890	New	+$618K	0.78%	38

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

QP Wealth Management's KRE Position: Q3 2023 in Review

QP Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.6% in Q3 2023, selling an estimated $23.2K and leaving 10,722 shares worth $448K. The position accounts for 0.78% of the portfolio, ranked #39.

QP Wealth Management first reported a position in KRE in Q1 2023 and has held it in 3 quarters since. The position peaked at $478K in Q1 2023. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

QP Wealth Management held 10,722 shares of State Street SPDR S&P Regional Banking ETF worth $448K as of Q3 2023.
QP Wealth Management sold 520 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $23.2K.
State Street SPDR S&P Regional Banking ETF made up 0.78% of QP Wealth Management's portfolio in Q3 2023, its #39 holding.
QP Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 3 quarters since.
QP Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $478K in Q1 2023.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.