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

Apexium Financial’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 Q3	$489K	Buy	7,722 +9	+0.1%	+$567	0.02%	196
2025 Q2	$458K	Sell	7,713 -298	-4%	-$16.6K	0.02%	192
2025 Q1	$455K	Sell	8,011 -21	-0.3%	-$1.28K	0.03%	181
2024 Q4	$485K	Buy	8,032 +40	+0.5%	+$2.48K	0.03%	165
2024 Q3	$452K	Sell	7,992 -425	-5%	-$23.3K	0.03%	149
2024 Q2	$413K	Sell	8,417 -649	-7%	-$31.3K	0.03%	149
2024 Q1	$456K	Sell	9,066 -664	-7%	-$32.8K	0.03%	147
2023 Q4	$510K	Buy	9,730 +11	+0.1%	+$492	0.04%	167
2023 Q3	$406K	Sell	9,719 -174	-2%	-$7.76K	0.04%	145
2023 Q2	$404K	Sell	9,893 -2,526	-20%	-$104K	0.04%	153
2023 Q1	$545K	Buy	12,419 +2,264	+22%	+$128K	0.05%	126
2022 Q4	$597K	Buy	10,155 +1,344	+15%	+$82.7K	0.06%	117
2022 Q3	$519K	Buy	+8,811	New	+$551K	0.06%	119

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Apexium Financial's KRE Position: Q3 2025 in Review

Apexium Financial increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.12% in Q3 2025, buying an estimated $567 and bringing the position to 7,722 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #196.

Apexium Financial first reported a position in KRE in Q3 2022 and has held it in 13 quarters since. The position peaked at $597K in Q4 2022. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Apexium Financial held 7,722 shares of State Street SPDR S&P Regional Banking ETF worth $489K as of Q3 2025.
Apexium Financial bought 9 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $567.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #196 holding.
Apexium Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's State Street SPDR S&P Regional Banking ETF position peaked at $597K in Q4 2022.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.