VFPW
KRE icon

Vantage Financial Partners (Wisconsin)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q2 		– Sell
-5,040
Closed -$221K – 99
2023
Q1 		$221K Buy
+5,040
New +$286K 0.09% 74

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s KRE Position: Q2 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 5,040 shares — an estimated $221K sold.

Vantage Financial Partners (Wisconsin) first reported a position in KRE in Q1 2023 and held it in 1 quarter. The position peaked at $221K in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 5,040 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $221K.
  • Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s State Street SPDR S&P Regional Banking ETF position peaked at $221K in Q1 2023.
  • 480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2023, filed 8 Aug 2023.