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

Tradition 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 Q1	–	Sell	-370	Closed	-$19K	–	825
2023 Q4	$19K	Sell	370 -418	-53%	-$18.7K	﹤0.01%	855
2023 Q3	$33K	Buy	788 +54	+7%	+$2.41K	﹤0.01%	702
2023 Q2	$30K	Buy	734 +160	+28%	+$6.57K	﹤0.01%	771
2023 Q1	$25K	Buy	574 +164	+40%	+$9.3K	﹤0.01%	777
2022 Q4	$24K	Buy	410 +2	+0.5%	+$123	﹤0.01%	712
2022 Q3	$24K	Buy	408 +3	+0.7%	+$188	﹤0.01%	711
2022 Q2	$24K	Buy	405 +2	+0.5%	+$125	﹤0.01%	613
2022 Q1	$28K	Buy	403 +2	+0.5%	+$146	﹤0.01%	639
2021 Q4	$28K	Buy	401 +3	+0.8%	+$215	﹤0.01%	662
2021 Q3	$27K	Buy	398 +2	+0.5%	+$129	﹤0.01%	659
2021 Q2	$26K	Buy	396 +2	+0.5%	+$137	﹤0.01%	693
2021 Q1	$26K	Buy	394 +2	+0.5%	+$125	﹤0.01%	582
2020 Q4	$20K	Buy	+392	New	+$17.9K	﹤0.01%	589

Other funds holding KRE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Tradition Wealth Management's KRE Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 370 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in KRE in Q4 2020 and held it in 13 quarters. The position peaked at $33K in Q3 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 370 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $19K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $33K in Q3 2023.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.