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

Park Square 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
Q3 		– Sell
-28
Closed -$1.66K – 651
2025
Q2 		$1.66K Hold
28
– – ﹤0.01% 918
2025
Q1 		$1.59K Hold
28
– – ﹤0.01% 875
2024
Q4 		$1.69K Buy
+28
New +$1.74K ﹤0.01% 861

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Park Square Financial Group's KRE Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 28 shares — an estimated $1.66K sold.

Park Square Financial Group first reported a position in KRE in Q4 2024 and held it in 3 quarters. The position peaked at $1.69K in Q4 2024. 504 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

  • Park Square Financial Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 28 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $1.66K.
  • Park Square Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $1.69K in Q4 2024.
  • 504 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.