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

Tyler-Stone 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	-311	Closed	-$15.3K	–	657
2024 Q2	$15.3K	Hold	311	–	–	0.01%	578
2024 Q1	$15.6K	Sell	311 -7,900	-96%	-$390K	0.01%	572
2023 Q4	$431K	Buy	8,211 +8,200	+74,545%	+$367K	0.22%	98
2023 Q3	$0	Hold	11	–	–	﹤0.01%	929
2023 Q2	$0	Buy	+11	New	+$451	﹤0.01%	902
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	819
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	812
2022 Q2	$1K	Buy	+11	New	+$687	﹤0.01%	819

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

Tyler-Stone Wealth Management's KRE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2024, closing a stake of 311 shares — an estimated $15.3K sold.

Tyler-Stone Wealth Management first reported a position in KRE in Q2 2022 and held it in 8 quarters. The position peaked at $431K in Q4 2023. 459 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 311 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $15.3K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $431K in Q4 2023.
459 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.