Custom Index Systems’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Custom Index Systems’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	-4,406	Closed	-$279K	–	267
2025 Q3	$279K	Sell	4,406 -2,647	-38%	-$167K	0.08%	234
2025 Q2	$419K	Buy	7,053 +218	+3%	+$12.1K	0.2%	159
2025 Q1	$389K	Hold	6,835	–	–	0.2%	163
2024 Q4	$412K	Buy	+6,835	New	+$424K	0.22%	135

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

Custom Index Systems's KRE Position: Q4 2025 in Review

Custom Index Systems sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 4,406 shares — an estimated $279K sold.

Custom Index Systems first reported a position in KRE in Q4 2024 and held it in 4 quarters. The position peaked at $419K in Q2 2025. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Custom Index Systems reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 4,406 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $279K.
Custom Index Systems first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 4 quarters.
Custom Index Systems's State Street SPDR S&P Regional Banking ETF position peaked at $419K in Q2 2025.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.