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

Grey Fox 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 Q4	–	Sell	-560	Closed	-$35.4K	–	397
2025 Q3	$35.4K	Buy	+560	New	+$35.3K	0.01%	292
2023 Q2	–	Sell	-1,215	Closed	-$53.3K	–	326
2023 Q1	$53.3K	Buy	+1,215	New	+$68.9K	0.03%	179

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Grey Fox Wealth Advisors's KRE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 560 shares — an estimated $35.4K sold.

Grey Fox Wealth Advisors first reported a position in KRE in Q1 2023 and held it in 2 quarters. The position peaked at $53.3K in Q1 2023. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 560 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $35.4K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $53.3K in Q1 2023.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.