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

Total Clarity 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
2024 Q3	–	Sell	-15,925	Closed	-$782K	–	273
2024 Q2	$782K	Buy	+15,925	New	+$768K	0.27%	97
2022 Q1	–	Sell	-2,144	Closed	-$152K	–	592
2021 Q4	$152K	Sell	2,144 -9,450	-82%	-$676K	0.07%	253
2021 Q3	$785K	Sell	11,594 -1,013	-8%	-$65.1K	0.37%	68
2021 Q2	$826K	Sell	12,607 -573	-4%	-$39.2K	0.46%	64
2021 Q1	$874K	Buy	+13,180	New	+$823K	0.5%	48

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

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

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

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

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Total Clarity Wealth Management's KRE Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2024, closing a stake of 15,925 shares — an estimated $782K sold.

Total Clarity Wealth Management first reported a position in KRE in Q1 2021 and held it in 5 quarters. The position peaked at $874K in Q1 2021. 459 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

Total Clarity Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 15,925 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $782K.
Total Clarity Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $874K in Q1 2021.
459 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.