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KMG Fiduciary Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

KMG Fiduciary Partners’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
-3,866
Closed -$220K – 295
2025
Q1 		$220K Hold
3,866
– – 0.02% 277
2024
Q4 		$233K Hold
3,866
– – 0.02% 259
2024
Q3 		$219K Sell
3,866
-800
-17% -$43.9K 0.02% 259
2024
Q2 		$229K Hold
4,666
– – 0.02% 225
2024
Q1 		$235K Sell
4,666
-3,482
-43% -$172K 0.02% 221
2023
Q4 		$427K Sell
8,148
-504
-6% -$22.5K 0.05% 183
2023
Q3 		$361K Buy
8,652
+3,284
+61% +$146K 0.05% 184
2023
Q2 		$219K Sell
5,368
-753
-12% -$30.9K 0.03% 220
2023
Q1 		$268K Sell
6,121
-4,711
-43% -$267K 0.04% 206
2022
Q4 		$636K Sell
10,832
-721
-6% -$44.4K 0.1% 147
2022
Q3 		$680K Sell
11,553
-603
-5% -$37.7K 0.13% 128
2022
Q2 		$706K Sell
12,156
-275
-2% -$17.2K 0.13% 125
2022
Q1 		$856K Hold
12,431
– – 0.14% 118
2021
Q4 		$881K Sell
12,431
-500
-4% -$35.8K 0.14% 114
2021
Q3 		$876K Buy
12,931
+500
+4% +$32.1K 0.15% 107
2021
Q2 		$815K Hold
12,431
– – 0.14% 110
2021
Q1 		$825K Buy
12,431
+3,321
+36% +$207K 0.16% 103
2020
Q4 		$477K Sell
9,110
-1,185
-12% -$54.2K 0.1% 122
2020
Q3 		$367K Sell
10,295
-295
-3% -$11.1K 0.09% 120
2020
Q2 		$407K Sell
10,590
-358
-3% -$13.1K 0.11% 101
2020
Q1 		$357K Sell
10,948
-1,732
-14% -$84.8K 0.12% 101
2019
Q4 		$739K Sell
12,680
-2,960
-19% -$164K 0.23% 75
2019
Q3 		$826K Buy
15,640
+2,500
+19% +$131K 0.28% 63
2019
Q2 		$702K Sell
13,140
-2,065
-14% -$110K 0.25% 68
2019
Q1 		$781K Buy
15,205
+310
+2% +$16.5K 0.3% 60
2018
Q4 		$697K Buy
+14,895
New +$796K 0.32% 56

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
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

KMG Fiduciary Partners's KRE Position: Q2 2025 in Review

KMG Fiduciary Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 3,866 shares — an estimated $220K sold.

KMG Fiduciary Partners first reported a position in KRE in Q4 2018 and held it in 26 quarters. The position peaked at $881K in Q4 2021. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • KMG Fiduciary Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 3,866 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $220K.
  • KMG Fiduciary Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 26 quarters.
  • KMG Fiduciary Partners's State Street SPDR S&P Regional Banking ETF position peaked at $881K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on KMG Fiduciary Partners's 13F filing for Q2 2025, filed 10 Jul 2025.