Larson Financial Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Larson Financial Group’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	-125	Closed	-$7.11K	–	3402
2025 Q1	$7.11K	Sell	125 -265	-68%	-$16.1K	﹤0.01%	1764
2024 Q4	$23.5K	Sell	390 -625	-62%	-$38.8K	﹤0.01%	1159
2024 Q3	$57.5K	Buy	+1,015	New	+$55.7K	﹤0.01%	866
2024 Q1	–	Sell	-3,626	Closed	-$190K	–	1856
2023 Q4	$190K	Buy	+3,626	New	+$162K	0.02%	369
2023 Q3	–	Sell	-1,011	Closed	-$41.3K	–	1745
2023 Q2	$41.3K	Buy	+1,011	New	+$41.5K	﹤0.01%	592

Other funds holding KRE

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Larson Financial Group's KRE Position: Q2 2025 in Review

Larson Financial Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 125 shares — an estimated $7.11K sold.

Larson Financial Group first reported a position in KRE in Q2 2023 and held it in 5 quarters. The position peaked at $190K in Q4 2023. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Larson Financial Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 125 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $7.11K.
Larson Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 5 quarters.
Larson Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $190K in Q4 2023.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.