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Cardinal Strategic Wealth Guidance’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Cardinal Strategic Wealth Guidance’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
-93
Closed -$5.29K – 65
2025
Q1 		$5.29K Sell
93
-146
-61% -$8.87K ﹤0.01% 63
2024
Q4 		$14.4K Buy
+239
New +$14.8K ﹤0.01% 75

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
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

Cardinal Strategic Wealth Guidance's KRE Position: Q2 2025 in Review

Cardinal Strategic Wealth Guidance sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 93 shares — an estimated $5.29K sold.

Cardinal Strategic Wealth Guidance first reported a position in KRE in Q4 2024 and held it in 2 quarters. The position peaked at $14.4K in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 93 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $5.29K.
  • Cardinal Strategic Wealth Guidance first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 2 quarters.
  • Cardinal Strategic Wealth Guidance's State Street SPDR S&P Regional Banking ETF position peaked at $14.4K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2025, filed 21 Jul 2025.