Wintrust Investments’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wintrust Investments’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	$47K	Sell	783 -2,002	-72%	-$124K	0.04%	261
2024 Q3	$157K	Sell	2,785 -26,690	-91%	-$1.47M	0.12%	154
2024 Q2	$1.45M	Buy	29,475 +690	+2%	+$33.3K	0.12%	150
2024 Q1	$1.45M	Buy	28,785 +2,227	+8%	+$110K	0.13%	150
2023 Q4	$1.39M	Sell	26,558 -36,647	-58%	-$1.64M	0.13%	146
2023 Q3	$2.64M	Sell	63,205 -35,188	-36%	-$1.57M	0.28%	77
2023 Q2	$4.02M	Buy	+98,393	New	+$4.04M	0.4%	47
2022 Q4	–	Sell	-8,036	Closed	-$473K	–	391
2022 Q3	$473K	Buy	8,036 +201	+3%	+$12.6K	0.06%	234
2022 Q2	$455K	Buy	7,835 +2,801	+56%	+$175K	0.05%	240
2022 Q1	$347K	Sell	5,034 -63	-1%	-$4.59K	0.03%	307
2021 Q4	$361K	Buy	+5,097	New	+$365K	0.03%	314

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wintrust Investments's KRE Position: Q4 2024 in Review

Wintrust Investments reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 72% in Q4 2024, selling an estimated $124K and leaving 783 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #261.

Wintrust Investments first reported a position in KRE in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.02M in Q2 2023. 551 funds tracked by Wall St. Rank hold KRE as of Q4 2024.

Wintrust Investments held 783 shares of State Street SPDR S&P Regional Banking ETF worth $47K as of Q4 2024.
Wintrust Investments sold 2,002 State Street SPDR S&P Regional Banking ETF shares in Q4 2024, an estimated $124K.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #261 holding.
Wintrust Investments first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 11 quarters since.
Wintrust Investments's State Street SPDR S&P Regional Banking ETF position peaked at $4.02M in Q2 2023.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.