Teamwork Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Teamwork Financial Advisors’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	-4,116	Closed	-$233K	–	186
2024 Q3	$233K	Sell	4,116 -23,657	-85%	-$1.3M	0.03%	143
2024 Q2	$1.36M	Sell	27,773 -193,322	-87%	-$9.33M	0.2%	65
2024 Q1	$11.1M	Buy	221,095 +213,317	+2,743%	+$10.5M	1.71%	17
2023 Q4	$408K	Buy	+7,778	New	+$348K	0.07%	119

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Teamwork Financial Advisors's KRE Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 4,116 shares — an estimated $233K sold.

Teamwork Financial Advisors first reported a position in KRE in Q4 2023 and held it in 4 quarters. The position peaked at $11.1M in Q1 2024. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Teamwork Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 4,116 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $233K.
Teamwork Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 4 quarters.
Teamwork Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $11.1M in Q1 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.