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

Freestone Capital Holdings’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
-38,297
Closed -$1.68M – 403
2023
Q1 		$1.68M Buy
+38,297
New +$2.17M 0.07% 150

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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UBS Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Freestone Capital Holdings's KRE Position: Q2 2023 in Review

Freestone Capital Holdings sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 38,297 shares — an estimated $1.68M sold.

Freestone Capital Holdings first reported a position in KRE in Q1 2023 and held it in 1 quarter. The position peaked at $1.68M in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

  • Freestone Capital Holdings reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 38,297 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $1.68M.
  • Freestone Capital Holdings first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 1 quarter.
  • Freestone Capital Holdings's State Street SPDR S&P Regional Banking ETF position peaked at $1.68M in Q1 2023.
  • 480 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2023.

Based on Freestone Capital Holdings's 13F filing for Q2 2023, filed 9 Aug 2023.