WT Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WT Wealth Management’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 Q3	–	Sell	-64,997	Closed	-$2.65M	–	111
2023 Q2	$2.65M	Buy	+64,997	New	+$2.67M	1.1%	25

Other funds holding KRE

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

WT Wealth Management's KRE Position: Q3 2023 in Review

WT Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 64,997 shares — an estimated $2.65M sold.

WT Wealth Management first reported a position in KRE in Q2 2023 and held it in 1 quarter. The position peaked at $2.65M in Q2 2023. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

WT Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
WT Wealth Management sold 64,997 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $2.65M.
WT Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 1 quarter.
WT Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $2.65M in Q2 2023.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.