Kovitz Investment Group Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-5,638	Closed	-$357K	–	933
2025 Q3	$357K	Sell	5,638 -26	-0.5%	-$1.64K	﹤0.01%	1139
2025 Q2	$336K	Buy	5,664 +305	+6%	+$17K	﹤0.01%	1101
2025 Q1	$305K	Sell	5,359 -1,215	-18%	-$73.8K	﹤0.01%	1049
2024 Q4	$397K	Buy	6,574 +1,051	+19%	+$65.2K	﹤0.01%	964
2024 Q3	$304K	Buy	+5,523	New	+$303K	﹤0.01%	868
2021 Q4	–	Sell	-3,950	Closed	-$268K	–	439
2021 Q3	$268K	Buy	+3,950	New	+$254K	0.01%	396

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Kovitz Investment Group Partners's KRE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 5,638 shares — an estimated $357K sold.

Kovitz Investment Group Partners first reported a position in KRE in Q3 2021 and held it in 6 quarters. The position peaked at $397K in Q4 2024. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,638 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $357K.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2021 and held it in 6 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P Regional Banking ETF position peaked at $397K in Q4 2024.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.