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

Foundations Investment 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
Q4 		– Sell
-12,317
Closed -$780K – 1155
2025
Q3 		$780K Buy
+12,317
New +$777K 0.01% 531

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Foundations Investment Advisors's KRE Position: Q4 2025 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 12,317 shares — an estimated $780K sold.

Foundations Investment Advisors first reported a position in KRE in Q3 2025 and held it in 1 quarter. The position peaked at $780K in Q3 2025. 512 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

  • Foundations Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,317 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $780K.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $780K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.