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

Windsor Advisory 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
2023 Q4	–	Sell	-4,620	Closed	-$193K	–	64
2023 Q3	$193K	Hold	4,620	–	–	0.46%	42
2023 Q2	$189K	Hold	4,620	–	–	0.47%	39
2023 Q1	$203K	Buy	+4,620	New	+$262K	0.49%	44

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Windsor Advisory Group's KRE Position: Q4 2023 in Review

Windsor Advisory Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2023, closing a stake of 4,620 shares — an estimated $193K sold.

Windsor Advisory Group first reported a position in KRE in Q1 2023 and held it in 3 quarters. The position peaked at $203K in Q1 2023. 525 funds tracked by Wall St. Rank hold KRE as of Q4 2023.

Windsor Advisory Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2023 after selling out during the quarter.
Windsor Advisory Group sold 4,620 State Street SPDR S&P Regional Banking ETF shares in Q4 2023, an estimated $193K.
Windsor Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 3 quarters.
Windsor Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $203K in Q1 2023.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2023.

Based on Windsor Advisory Group's 13F filing for Q4 2023, filed 22 Jan 2024.