Retirement Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Retirement Group’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 Q1	$5.49K	Buy	109 +1	+0.9%	+$49	﹤0.01%	550
2023 Q4	$5.68K	Buy	108 +1	+0.9%	+$45	﹤0.01%	518
2023 Q3	$4.49K	Buy	107 +1	+0.9%	+$45	﹤0.01%	496
2023 Q2	$4.35K	Buy	106 +1	+1%	+$41	﹤0.01%	530
2023 Q1	$5K	Hold	105	–	–	﹤0.01%	490
2022 Q4	$6K	Buy	105 +1	+1%	+$62	﹤0.01%	416
2022 Q3	$6K	Buy	104 +1	+1%	+$63	﹤0.01%	315
2022 Q2	$6K	Sell	103 -13	-11%	-$812	﹤0.01%	511
2022 Q1	$8K	Buy	116 +14	+14%	+$1.02K	﹤0.01%	496
2021 Q4	$7K	Hold	102	–	–	﹤0.01%	483
2021 Q3	$7K	Buy	102 +1	+1%	+$64	﹤0.01%	415
2021 Q2	$7K	Hold	101	–	–	﹤0.01%	452
2021 Q1	$7K	Buy	101 +1	+1%	+$62	﹤0.01%	516
2020 Q4	$5.2M	Buy	+100	New	+$4.57K	2.39%	9

Other funds holding KRE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Retirement Group's KRE Position: Q1 2024 in Review

Retirement Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.93% in Q1 2024, buying an estimated $49 and bringing the position to 109 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Retirement Group first reported a position in KRE in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.2M in Q4 2020. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Retirement Group held 109 shares of State Street SPDR S&P Regional Banking ETF worth $5.49K as of Q1 2024.
Retirement Group bought 1 State Street SPDR S&P Regional Banking ETF share in Q1 2024, an estimated $49.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #550 holding.
Retirement Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and has held it in 14 quarters since.
Retirement Group's State Street SPDR S&P Regional Banking ETF position peaked at $5.2M in Q4 2020.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.