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

Anderson Financial Strategies’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
-200
Closed -$11.4K – 129
2025
Q1 		$11.4K Buy
+200
New +$12.2K 0.01% 154

Other funds holding KRE

Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Anderson Financial Strategies's KRE Position: Q2 2025 in Review

Anderson Financial Strategies sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 200 shares — an estimated $11.4K sold.

Anderson Financial Strategies first reported a position in KRE in Q1 2025 and held it in 1 quarter. The position peaked at $11.4K in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Anderson Financial Strategies reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 200 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $11.4K.
  • Anderson Financial Strategies first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's State Street SPDR S&P Regional Banking ETF position peaked at $11.4K 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 Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.