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Apogem Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Apogem Capital’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
2022
Q4 		– Sell
-4,100
Closed -$241K – 61
2022
Q3 		$241K Buy
+4,100
New +$256K 0.24% 109

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 $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apogem Capital's KRE Position: Q1 2021 in Review

Apogem Capital sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2021, closing a stake of 8,891 shares — an estimated $462K sold.

Apogem Capital first reported a position in KRE in Q4 2020 and held it in 1 quarter. The position peaked at $462K in Q4 2020. 438 funds tracked by Wall St. Rank hold KRE as of Q1 2021.

  • Apogem Capital reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2021 after selling out during the quarter.
  • Apogem Capital sold 8,891 State Street SPDR S&P Regional Banking ETF shares in Q1 2021, an estimated $462K.
  • Apogem Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and held it in 1 quarter.
  • Apogem Capital's State Street SPDR S&P Regional Banking ETF position peaked at $462K in Q4 2020.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2021.

Based on Apogem Capital's 13F filing for Q1 2021, filed 14 May 2021.