SWC
KRE icon

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

Spectrum Wealth Counsel’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
Q3 		– Sell
-500
Closed -$24.6K – 413
2024
Q2 		$24.6K Hold
500
– – ﹤0.01% 246
2024
Q1 		$25.1K Hold
500
– – ﹤0.01% 245
2023
Q4 		$26.2K Buy
+500
New +$22.4K ﹤0.01% 218

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Spectrum Wealth Counsel's KRE Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2024, closing a stake of 500 shares — an estimated $24.6K sold.

Spectrum Wealth Counsel first reported a position in KRE in Q4 2023 and held it in 3 quarters. The position peaked at $26.2K in Q4 2023. 460 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 500 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $24.6K.
  • Spectrum Wealth Counsel first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's State Street SPDR S&P Regional Banking ETF position peaked at $26.2K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.