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

VELA Investment 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	-15,214	Closed	-$798K	–	172
2023 Q4	$798K	Sell	15,214 -2,389	-14%	-$107K	0.31%	107
2023 Q3	$735K	Buy	17,603 +2,994	+20%	+$134K	0.32%	94
2023 Q2	$596K	Buy	14,609 +4,596	+46%	+$189K	0.28%	104
2023 Q1	$439K	Buy	+10,013	New	+$568K	0.2%	118

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

VELA Investment Management's KRE Position: Q1 2024 in Review

VELA Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 15,214 shares — an estimated $798K sold.

VELA Investment Management first reported a position in KRE in Q1 2023 and held it in 4 quarters. The position peaked at $798K in Q4 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

VELA Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
VELA Investment Management sold 15,214 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $798K.
VELA Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 4 quarters.
VELA Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $798K in Q4 2023.
471 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2024.

Based on VELA Investment Management's 13F filing for Q1 2024, filed 13 May 2024.