Advisor Resource Council’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-16,934	Closed	-$963K	–	400
2025 Q1	$963K	Buy	+16,934	New	+$1.03M	0.08%	257
2024 Q4	–	Sell	-10,867	Closed	-$615K	–	180
2024 Q3	$615K	Buy	+10,867	New	+$596K	0.28%	95
2021 Q4	–	Sell	-3,000	Closed	-$204K	–	579
2021 Q3	$204K	Buy	+3,000	New	+$193K	0.06%	208

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Advisor Resource Council's KRE Position: Q2 2025 in Review

Advisor Resource Council sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 16,934 shares — an estimated $963K sold.

Advisor Resource Council first reported a position in KRE in Q3 2021 and held it in 3 quarters. The position peaked at $963K in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Advisor Resource Council reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 16,934 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $963K.
Advisor Resource Council first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2021 and held it in 3 quarters.
Advisor Resource Council's State Street SPDR S&P Regional Banking ETF position peaked at $963K in Q1 2025.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.