EverSource Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

EverSource Wealth Advisors’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	-48,384	Closed	-$2.75M	–	4315
2025 Q1	$2.75M	Buy	48,384 +3,687	+8%	+$224K	0.15%	126
2024 Q4	$2.7M	Buy	+44,697	New	+$2.77M	0.15%	118
2022 Q3	–	Sell	-16	Closed	-$1K	–	2053
2022 Q2	$1K	Buy	+16	New	+$999	﹤0.01%	1641

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

EverSource Wealth Advisors's KRE Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 48,384 shares — an estimated $2.75M sold.

EverSource Wealth Advisors first reported a position in KRE in Q2 2022 and held it in 3 quarters. The position peaked at $2.75M in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

EverSource Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 48,384 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $2.75M.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and held it in 3 quarters.
EverSource Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.75M 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 EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.