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

Financial Counselors Inc’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
-3,725
Closed -$212K – 311
2025
Q1 		$212K Hold
3,725
– – ﹤0.01% 562
2024
Q4 		$225K Buy
3,725
+75
+2% +$4.65K ﹤0.01% 552
2024
Q3 		$207K Buy
+3,650
New +$200K ﹤0.01% 567

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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

Financial Counselors Inc's KRE Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 3,725 shares — an estimated $212K sold.

Financial Counselors Inc first reported a position in KRE in Q3 2024 and held it in 3 quarters. The position peaked at $225K in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,725 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $212K.
  • Financial Counselors Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and held it in 3 quarters.
  • Financial Counselors Inc's State Street SPDR S&P Regional Banking ETF position peaked at $225K 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 Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.