CG
KRE icon

Caprock Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Caprock Group’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
Q1 		$771K Buy
13,555
+100
+0.7% +$6.08K 0.02% 554
2024
Q4 		$812K Buy
+13,455
New +$834K 0.03% 478

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Caprock Group's KRE Position: Q1 2025 in Review

Caprock Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.74% in Q1 2025, buying an estimated $6.08K and bringing the position to 13,555 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #554.

Caprock Group first reported a position in KRE in Q4 2024 and has held it in 2 quarters since. The position peaked at $812K in Q4 2024. 499 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Caprock Group held 13,555 shares of State Street SPDR S&P Regional Banking ETF worth $771K as of Q1 2025.
  • Caprock Group bought 100 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $6.08K.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of Caprock Group's portfolio in Q1 2025, its #554 holding.
  • Caprock Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 2 quarters since.
  • Caprock Group's State Street SPDR S&P Regional Banking ETF position peaked at $812K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.