Vahanian & Associates Financial Planning’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q4	–	Sell	-10,742	Closed	-$449K	–	55
2023 Q3	$449K	Sell	10,742 -5,550	-34%	-$247K	1.44%	23
2023 Q2	$665K	Buy	+16,292	New	+$669K	2.1%	17

Other funds holding KRE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

MMEA

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

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Vahanian & Associates Financial Planning's KRE Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 10,742 shares — an estimated $449K sold.

Vahanian & Associates Financial Planning first reported a position in KRE in Q2 2023 and held it in 2 quarters. The position peaked at $665K in Q2 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

Vahanian & Associates Financial Planning reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 10,742 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $449K.
Vahanian & Associates Financial Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 2 quarters.
Vahanian & Associates Financial Planning's State Street SPDR S&P Regional Banking ETF position peaked at $665K in Q2 2023.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.