Welch Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Welch Group’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	-7,501	Closed	-$393K	–	240
2023 Q4	$393K	Buy	+7,501	New	+$335K	0.02%	147
2018 Q4	–	Sell	-1,807	Closed	-$107	–	147
2018 Q3	$107	Sell	1,807 -18	-1%	-$1.12K	0.01%	147
2018 Q2	$111K	Hold	1,825	–	–	0.01%	133
2018 Q1	$110K	Hold	1,825	–	–	0.01%	135
2017 Q4	$107K	Hold	1,825	–	–	0.02%	135
2017 Q3	$104K	Hold	1,825	–	–	0.02%	127
2017 Q2	$100K	Buy	+1,825	New	+$98.2K	0.02%	156
2017 Q1	–	Sell	-1,825	Closed	-$101K	–	131
2016 Q4	$101K	Buy	+1,825	New	+$89.4K	0.02%	136

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

Welch Group's KRE Position: Q1 2024 in Review

Welch Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2024, closing a stake of 7,501 shares — an estimated $393K sold.

Welch Group first reported a position in KRE in Q4 2016 and held it in 8 quarters. The position peaked at $393K in Q4 2023. 471 funds tracked by Wall St. Rank hold KRE as of Q1 2024.

Welch Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2024 after selling out during the quarter.
Welch Group sold 7,501 State Street SPDR S&P Regional Banking ETF shares in Q1 2024, an estimated $393K.
Welch Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 8 quarters.
Welch Group's State Street SPDR S&P Regional Banking ETF position peaked at $393K 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 Welch Group's 13F filing for Q1 2024, filed 9 Apr 2024.