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

Silvercrest Asset 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
2024 Q4	–	Sell	-4,991	Closed	-$282K	–	852
2024 Q3	$282K	Buy	+4,991	New	+$274K	﹤0.01%	732
2023 Q4	–	Sell	-281,633	Closed	-$11.8M	–	855
2023 Q3	$11.8M	Buy	281,633 +275,888	+4,802%	+$12.3M	0.09%	216
2023 Q2	$235K	Buy	+5,745	New	+$236K	﹤0.01%	779
2022 Q3	–	Sell	-46,204	Closed	-$2.68M	–	810
2022 Q2	$2.68M	Buy	+46,204	New	+$2.89M	0.02%	423
2021 Q1	–	Sell	-57,756	Closed	-$3M	–	863
2020 Q4	$3M	Buy	+57,756	New	+$2.64M	0.02%	423

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

Silvercrest Asset Management's KRE Position: Q4 2024 in Review

Silvercrest Asset Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 4,991 shares — an estimated $282K sold.

Silvercrest Asset Management first reported a position in KRE in Q4 2020 and held it in 5 quarters. The position peaked at $11.8M in Q3 2023. 552 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Silvercrest Asset Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Silvercrest Asset Management sold 4,991 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $282K.
Silvercrest Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 5 quarters.
Silvercrest Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $11.8M in Q3 2023.
552 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Silvercrest Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.