Tacita Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Tacita Capital’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	-340	Closed	-$19.2K	–	210
2024 Q3	$19.2K	Hold	340	–	–	0.01%	168
2024 Q2	$16.7K	Hold	340	–	–	0.01%	179
2024 Q1	$17.1K	Hold	340	–	–	0.01%	182
2023 Q4	$17.8K	Hold	340	–	–	0.01%	182
2023 Q3	$14.2K	Hold	340	–	–	0.01%	176
2023 Q2	$14K	Buy	+340	New	+$14K	0.01%	171

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

Tacita Capital's KRE Position: Q4 2024 in Review

Tacita Capital sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 340 shares — an estimated $19.2K sold.

Tacita Capital first reported a position in KRE in Q2 2023 and held it in 6 quarters. The position peaked at $19.2K in Q3 2024. 552 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Tacita Capital reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Tacita Capital sold 340 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $19.2K.
Tacita Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 6 quarters.
Tacita Capital's State Street SPDR S&P Regional Banking ETF position peaked at $19.2K in Q3 2024.
552 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Tacita Capital's 13F filing for Q4 2024, filed 6 Feb 2025.