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

Cherry Tree 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
2025
Q3 		– Sell
-260
Closed -$15.4K – 599
2025
Q2 		$15.4K Hold
260
– – ﹤0.01% 364
2025
Q1 		$14.8K Sell
260
-100
-28% -$6.08K ﹤0.01% 380
2024
Q4 		$21.7K Hold
360
– – 0.01% 329
2024
Q3 		$20.4K Hold
360
– – ﹤0.01% 343
2024
Q2 		$17.7K Hold
360
– – ﹤0.01% 341
2024
Q1 		$18.1K Hold
360
– – ﹤0.01% 327
2023
Q4 		$18.9K Hold
360
– – 0.01% 308
2023
Q3 		$15K Hold
360
– – ﹤0.01% 307
2023
Q2 		$14.7K Buy
+360
New +$14.8K ﹤0.01% 306

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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
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return