Keel Point’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Keel Point’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	-5,815	Closed	-$255K	–	325
2023 Q1	$255K	Buy	+5,815	New	+$330K	0.04%	249

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

Keel Point's KRE Position: Q2 2023 in Review

Keel Point sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 5,815 shares — an estimated $255K sold.

Keel Point first reported a position in KRE in Q1 2023 and held it in 1 quarter. The position peaked at $255K in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

Keel Point reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
Keel Point sold 5,815 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $255K.
Keel Point first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 1 quarter.
Keel Point's State Street SPDR S&P Regional Banking ETF position peaked at $255K 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 Keel Point's 13F filing for Q2 2023, filed 12 Jul 2023.