EFG
KRE icon

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

Ehrlich 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
Q2 		– Sell
-9,005
Closed -$512K – 115
2025
Q1 		$512K Buy
+9,005
New +$547K 0.37% 58

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

Ehrlich Financial Group's KRE Position: Q2 2025 in Review

Ehrlich Financial Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 9,005 shares — an estimated $512K sold.

Ehrlich Financial Group first reported a position in KRE in Q1 2025 and held it in 1 quarter. The position peaked at $512K in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Ehrlich Financial Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 9,005 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $512K.
  • Ehrlich Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and held it in 1 quarter.
  • Ehrlich Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $512K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.