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MorganRosel Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-1,146
Closed -$68.1K – 242
2025
Q2 		$68.1K Hold
1,146
– – 0.02% 164
2025
Q1 		$65.2K Buy
+1,146
New +$69.6K 0.02% 150

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MorganRosel Wealth Management's KRE Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 1,146 shares — an estimated $68.1K sold.

MorganRosel Wealth Management first reported a position in KRE in Q1 2025 and held it in 2 quarters. The position peaked at $68.1K in Q2 2025. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,146 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $68.1K.
  • MorganRosel Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $68.1K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.