Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-300	Closed	-$17.1K	–	456
2025 Q1	$17.1K	Hold	300	–	–	﹤0.01%	425
2024 Q4	$18.1K	Buy	+300	New	+$18.6K	﹤0.01%	428
2024 Q2	–	Sell	-248	Closed	-$12.5K	–	672
2024 Q1	$12.5K	Hold	248	–	–	﹤0.01%	418
2023 Q4	$13K	Hold	248	–	–	﹤0.01%	385
2023 Q3	$10.4K	Hold	248	–	–	﹤0.01%	402
2023 Q2	$10.1K	Hold	248	–	–	﹤0.01%	408
2023 Q1	$10.9K	Hold	248	–	–	﹤0.01%	400
2022 Q4	$14.6K	Hold	248	–	–	﹤0.01%	360
2022 Q3	$15K	Hold	248	–	–	﹤0.01%	357
2022 Q2	$14K	Sell	248 -80	-24%	-$5K	﹤0.01%	363
2022 Q1	$23K	Hold	328	–	–	﹤0.01%	331
2021 Q4	$23K	Hold	328	–	–	﹤0.01%	331
2021 Q3	$22K	Hold	328	–	–	﹤0.01%	334
2021 Q2	$21K	Buy	328 +248	+310%	+$17K	﹤0.01%	372
2021 Q1	$5K	Hold	80	–	–	﹤0.01%	502
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	498
2020 Q3	$3K	Buy	+80	New	+$3.02K	﹤0.01%	461

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Laurel Wealth Advisors (North Carolina)'s KRE Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 300 shares — an estimated $17.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KRE in Q3 2020 and held it in 17 quarters. The position peaked at $23K in Q1 2022. 483 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 300 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $17.1K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2020 and held it in 17 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Regional Banking ETF position peaked at $23K in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.