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Benchmark Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Benchmark Investment Advisors’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 		$299K Buy
+4,721
New +$298K 0.17% 69
2025
Q1 		$908K Sell
15,971
-172
-1% -$10.5K 0.59% 46
2024
Q4 		$974K Buy
16,143
+255
+2% +$15.8K 0.63% 42
2024
Q3 		$899K Buy
15,888
+878
+6% +$48.2K 0.64% 41
2024
Q2 		$737K Sell
15,010
-16,904
-53% -$816K 0.53% 46
2024
Q1 		$1.6M Buy
+31,914
New +$1.57M 1.27% 21

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Benchmark Investment Advisors's KRE Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025: 4,721 shares worth $299K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in KRE as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in KRE in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2024. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

  • Benchmark Investment Advisors held 4,721 shares of State Street SPDR S&P Regional Banking ETF worth $299K as of Q3 2025.
  • State Street SPDR S&P Regional Banking ETF was a new Benchmark Investment Advisors position in Q3 2025.
  • State Street SPDR S&P Regional Banking ETF made up 0.17% of Benchmark Investment Advisors's portfolio in Q3 2025, its #69 holding.
  • Benchmark Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 6 quarters since.
  • Benchmark Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.6M in Q1 2024.
  • 503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.