Salomon & Ludwin’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Salomon & Ludwin’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 Q4	–	Sell	-9,473	Closed	-$536K	–	737
2024 Q3	$536K	Hold	9,473	–	–	0.05%	103
2024 Q2	$465K	Hold	9,473	–	–	0.05%	107
2024 Q1	$476K	Buy	+9,473	New	+$467K	0.04%	127

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Salomon & Ludwin's KRE Position: Q4 2024 in Review

Salomon & Ludwin sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 9,473 shares — an estimated $536K sold.

Salomon & Ludwin first reported a position in KRE in Q1 2024 and held it in 3 quarters. The position peaked at $536K in Q3 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Salomon & Ludwin reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Salomon & Ludwin sold 9,473 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $536K.
Salomon & Ludwin first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and held it in 3 quarters.
Salomon & Ludwin's State Street SPDR S&P Regional Banking ETF position peaked at $536K in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Salomon & Ludwin's 13F filing for Q4 2024, filed 30 Jan 2025.