WAS
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WESPAC Advisors SoCal’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-22,797
Closed -$1.34M – 90
2022
Q4 		$1.34M Buy
22,797
+320
+1% +$19.7K 0.5% 44
2022
Q3 		$1.44M Buy
22,477
+26
+0.1% +$1.63K 0.6% 37
2022
Q2 		$1.3M Sell
22,451
-314
-1% -$19.6K 0.5% 41
2022
Q1 		$1.57M Buy
+22,765
New +$1.66M 0.48% 42

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $2.27B AUM 45.89% 1-Year Est. Return