Rockingstone Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Rockingstone Advisors’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	-3,950	Closed	-$225K	–	106
2025 Q1	$225K	Hold	3,950	–	–	0.1%	98
2024 Q4	$238K	Buy	+3,950	New	+$245K	0.11%	97
2024 Q1	–	Sell	-32,665	Closed	-$1.71M	–	109
2023 Q4	$1.71M	Buy	32,665 +4,424	+16%	+$198K	0.96%	37
2023 Q3	$1.18M	Buy	28,241 +1,050	+4%	+$46.8K	0.65%	53
2023 Q2	$1.11M	Sell	27,191 -1,255	-4%	-$51.5K	0.63%	56
2023 Q1	$1.25M	Buy	28,446 +2,230	+9%	+$127K	0.76%	53
2022 Q4	$1.54M	Buy	+26,216	New	+$1.61M	1.15%	38

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

Rockingstone Advisors's KRE Position: Q2 2025 in Review

Rockingstone Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 3,950 shares — an estimated $225K sold.

Rockingstone Advisors first reported a position in KRE in Q4 2022 and held it in 7 quarters. The position peaked at $1.71M in Q4 2023. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Rockingstone Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Rockingstone Advisors sold 3,950 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $225K.
Rockingstone Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and held it in 7 quarters.
Rockingstone Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.71M in Q4 2023.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Rockingstone Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.