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

Freedom Investment 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 Q2	–	Sell	-27,759	Closed	-$1.22M	–	735
2023 Q1	$1.22M	Buy	+27,759	New	+$1.57M	0.14%	196
2021 Q3	–	Sell	-92,117	Closed	-$6.04M	–	874
2021 Q2	$6.04M	Buy	92,117 +51,807	+129%	+$3.54M	0.45%	39
2021 Q1	$2.67M	Buy	+40,310	New	+$2.52M	0.21%	114

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Freedom Investment Management's KRE Position: Q2 2023 in Review

Freedom Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 27,759 shares — an estimated $1.22M sold.

Freedom Investment Management first reported a position in KRE in Q1 2021 and held it in 3 quarters. The position peaked at $6.04M in Q2 2021. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Freedom Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 27,759 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $1.22M.
Freedom Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 3 quarters.
Freedom Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $6.04M in Q2 2021.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.