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

Sheets Smith 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
Q4 		– Sell
-1,636
Closed -$68.3K – 437
2023
Q3 		$68.3K Buy
+1,636
New +$73K 0.01% 372

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sheets Smith Wealth Management's KRE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 1,636 shares — an estimated $68.3K sold.

Sheets Smith Wealth Management first reported a position in KRE in Q3 2023 and held it in 1 quarter. The position peaked at $68.3K in Q3 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,636 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $68.3K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $68.3K in Q3 2023.
  • 525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.