Whalerock Point Partners, LLC Spdr S&P Regional Banking ETF Transaction History

Whalerock Point Partners, LLC

$406 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Mar 04, 2019	SELL	N/A	-11,914 Closed	0 $0
Q1 2018 Apr 05, 2018	BUY	N/A	2,364 Added 24.75%	11,914 $719,000
Q4 2017 Jan 16, 2018	BUY	N/A	9,550	9,550 $562,000

Others Institutions Holding KRE

# of Institutions

644

Shares Held

87.3M

Call Options Held

32.7M

Put Options Held

63.2M

Goldman Sachs Group Inc New York, NY

16M
Shares

$954 Million
0.15% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$708 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

5.75M
Shares

$342 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

4.71M
Shares

$280 Million
0.02% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

4.15M
Shares

$247 Million
0.53% of portfolio

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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