WealthShield Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthShield Partners’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 Q4	–	Sell	-91	Closed	-$5.15K	–	510
2024 Q3	$5.15K	Buy	+91	New	+$5K	﹤0.01%	461
2023 Q3	–	Sell	-1,500	Closed	-$61.2K	–	498
2023 Q2	$61.2K	Sell	1,500 -500	-25%	-$20.5K	0.01%	370
2023 Q1	$87.7K	Buy	+2,000	New	+$113K	0.01%	346
2021 Q3	–	Sell	-2,189	Closed	-$143K	–	500
2021 Q2	$143K	Sell	2,189 -111,250	-98%	-$7.61M	0.02%	309
2021 Q1	$7.53M	Buy	+113,439	New	+$7.08M	1.35%	18

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WealthShield Partners's KRE Position: Q4 2024 in Review

WealthShield Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2024, closing a stake of 91 shares — an estimated $5.15K sold.

WealthShield Partners first reported a position in KRE in Q1 2021 and held it in 5 quarters. The position peaked at $7.53M in Q1 2021. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

WealthShield Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2024 after selling out during the quarter.
WealthShield Partners sold 91 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $5.15K.
WealthShield Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 5 quarters.
WealthShield Partners's State Street SPDR S&P Regional Banking ETF position peaked at $7.53M in Q1 2021.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.