Howe & Rusling’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-43	Closed	-$2.6K	–	457
2024 Q4	$2.6K	Buy	+43	New	+$2.67K	﹤0.01%	395
2019 Q1	–	Sell	-173	Closed	-$8K	–	848
2018 Q4	$8K	Sell	173 -137	-44%	-$7.32K	﹤0.01%	471
2018 Q3	$18K	Sell	310 -235	-43%	-$14.6K	﹤0.01%	406
2018 Q2	$33K	Buy	545 +265	+95%	+$16.6K	0.01%	299
2018 Q1	$17K	Sell	280 -2,040	-88%	-$127K	﹤0.01%	413
2017 Q4	$137K	Sell	2,320 -35,435	-94%	-$2.04M	0.02%	214
2017 Q3	$2.14M	Sell	37,755 -1,745	-4%	-$93.8K	0.4%	73
2017 Q2	$2.17M	Buy	39,500 +60	+0.2%	+$3.23K	0.44%	70
2017 Q1	$2.15M	Buy	39,440 +39,235	+19,139%	+$2.2M	0.43%	71
2016 Q4	$11K	Buy	+205	New	+$10K	﹤0.01%	478

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Howe & Rusling's KRE Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 43 shares — an estimated $2.6K sold.

Howe & Rusling first reported a position in KRE in Q4 2016 and held it in 10 quarters. The position peaked at $2.17M in Q2 2017. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

Howe & Rusling reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 43 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $2.6K.
Howe & Rusling first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 10 quarters.
Howe & Rusling's State Street SPDR S&P Regional Banking ETF position peaked at $2.17M in Q2 2017.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.