DFG
KRE icon

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

Delta Financial 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 		$241K Hold
4,129
– – 0.06% 221
2024
Q4 		$249K Buy
4,129
+121
+3% +$7.5K 0.06% 217
2024
Q3 		$227K Buy
+4,008
New +$220K 0.08% 119

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
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Delta Financial Group's KRE Position: Q1 2025 in Review

Delta Financial Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2025 at 4,129 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #221.

Delta Financial Group first reported a position in KRE in Q3 2024 and has held it in 3 quarters since. The position peaked at $249K in Q4 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Delta Financial Group held 4,129 shares of State Street SPDR S&P Regional Banking ETF worth $241K as of Q1 2025.
  • Delta Financial Group left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P Regional Banking ETF made up 0.06% of Delta Financial Group's portfolio in Q1 2025, its #221 holding.
  • Delta Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and has held it in 3 quarters since.
  • Delta Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $249K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.