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

Narus Financial 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	-8,570	Closed	-$487K	–	159
2025 Q1	$487K	Buy	8,570 +1,795	+26%	+$109K	0.17%	80
2024 Q4	$409K	Buy	+6,775	New	+$420K	0.14%	95
2023 Q1	–	Sell	-3,484	Closed	-$205K	–	118
2022 Q4	$205K	Sell	3,484 -406	-10%	-$25K	0.12%	114
2022 Q3	$229K	Buy	3,890 +45	+1%	+$2.81K	0.14%	103
2022 Q2	$223K	Sell	3,845 -754	-16%	-$47.1K	0.14%	100
2022 Q1	$317K	Buy	+4,599	New	+$335K	0.18%	79

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

Narus Financial Partners's KRE Position: Q2 2025 in Review

Narus Financial Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 8,570 shares — an estimated $487K sold.

Narus Financial Partners first reported a position in KRE in Q1 2022 and held it in 6 quarters. The position peaked at $487K in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Narus Financial Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Narus Financial Partners sold 8,570 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $487K.
Narus Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 6 quarters.
Narus Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $487K in Q1 2025.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Narus Financial Partners's 13F filing for Q2 2025, filed 14 Jul 2025.