Oak Harvest Investment Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Oak Harvest Investment Services’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	-17,500	Closed	-$995K	–	167
2025 Q1	$995K	Sell	17,500 -149,118	-89%	-$9.06M	0.14%	96
2024 Q4	$10.1M	Buy	166,618 +61,088	+58%	+$3.79M	1.4%	19
2024 Q3	$5.97M	Buy	+105,530	New	+$5.79M	0.86%	47
2024 Q1	–	Sell	-164,862	Closed	-$8.64M	–	125
2023 Q4	$8.64M	Buy	+164,862	New	+$7.37M	1.73%	15

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

Oak Harvest Investment Services's KRE Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 17,500 shares — an estimated $995K sold.

Oak Harvest Investment Services first reported a position in KRE in Q4 2023 and held it in 4 quarters. The position peaked at $10.1M in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Oak Harvest Investment Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Oak Harvest Investment Services sold 17,500 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $995K.
Oak Harvest Investment Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 4 quarters.
Oak Harvest Investment Services's State Street SPDR S&P Regional Banking ETF position peaked at $10.1M in Q4 2024.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.