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Seamount Financial Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Seamount Financial Group’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
2024
Q3 		– Sell
-12,683
Closed -$623K – 93
2024
Q2 		$623K Sell
12,683
-2,214
-15% -$107K 0.51% 53
2024
Q1 		$749K Buy
14,897
+6,275
+73% +$310K 0.66% 41
2023
Q4 		$452K Buy
+8,622
New +$386K 0.43% 55

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Seamount Financial Group's KRE Position: Q3 2024 in Review

Seamount Financial Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2024, closing a stake of 12,683 shares — an estimated $623K sold.

Seamount Financial Group first reported a position in KRE in Q4 2023 and held it in 3 quarters. The position peaked at $749K in Q1 2024. 459 funds tracked by Wall St. Rank hold KRE as of Q3 2024.

  • Seamount Financial Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2024 after selling out during the quarter.
  • Seamount Financial Group sold 12,683 State Street SPDR S&P Regional Banking ETF shares in Q3 2024, an estimated $623K.
  • Seamount Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 3 quarters.
  • Seamount Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $749K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2024.

Based on Seamount Financial Group's 13F filing for Q3 2024, filed 18 Oct 2024.