Berkeley Capital Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Berkeley Capital Partners’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 Q4	–	Sell	-4,958	Closed	-$314K	–	196
2025 Q3	$314K	Sell	4,958 -99	-2%	-$6.24K	0.07%	147
2025 Q2	$300K	Buy	5,057 +330	+7%	+$18.4K	0.08%	144
2025 Q1	$269K	Buy	4,727 +997	+27%	+$60.6K	0.07%	146
2024 Q4	$225K	Buy	+3,730	New	+$231K	0.06%	159

Other funds holding KRE

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Berkeley Capital Partners's KRE Position: Q4 2025 in Review

Berkeley Capital Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 4,958 shares — an estimated $314K sold.

Berkeley Capital Partners first reported a position in KRE in Q4 2024 and held it in 4 quarters. The position peaked at $314K in Q3 2025. 511 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Berkeley Capital Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Berkeley Capital Partners sold 4,958 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $314K.
Berkeley Capital Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 4 quarters.
Berkeley Capital Partners's State Street SPDR S&P Regional Banking ETF position peaked at $314K in Q3 2025.
511 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Berkeley Capital Partners's 13F filing for Q4 2025, filed 5 Feb 2026.