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

Stamos Capital Partners’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
-45,160
Closed -$1.98M – 111
2023
Q1 		$1.98M Buy
+45,160
New +$2.56M 0.51% 66

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Stamos Capital Partners's KRE Position: Q2 2023 in Review

Stamos Capital Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2023, closing a stake of 45,160 shares — an estimated $1.98M sold.

Stamos Capital Partners first reported a position in KRE in Q1 2023 and held it in 1 quarter. The position peaked at $1.98M in Q1 2023. 480 funds tracked by Wall St. Rank hold KRE as of Q2 2023.

  • Stamos Capital Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 45,160 State Street SPDR S&P Regional Banking ETF shares in Q2 2023, an estimated $1.98M.
  • Stamos Capital Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 1 quarter.
  • Stamos Capital Partners's State Street SPDR S&P Regional Banking ETF position peaked at $1.98M 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 Stamos Capital Partners's 13F filing for Q2 2023, filed 11 Aug 2023.