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

RWA Wealth 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	-6,579	Closed	-$374K	–	604
2025 Q1	$374K	Hold	6,579	–	–	﹤0.01%	444
2024 Q4	$397K	Hold	6,579	–	–	﹤0.01%	446
2024 Q3	$372K	Buy	+6,579	New	+$361K	﹤0.01%	445
2024 Q1	–	Sell	-4,175	Closed	-$219K	–	546
2023 Q4	$219K	Sell	4,175 -1,017	-20%	-$45.5K	﹤0.01%	498
2023 Q3	$217K	Buy	+5,192	New	+$232K	﹤0.01%	350
2020 Q1	–	Sell	-7,973	Closed	-$464K	–	231
2019 Q4	$464K	Hold	7,973	–	–	0.05%	169
2019 Q3	$421K	Sell	7,973 -540	-6%	-$28.2K	0.04%	173
2019 Q2	$455K	Sell	8,513 -1,084	-11%	-$57.9K	0.05%	166
2019 Q1	$493K	Sell	9,597 -4,211	-30%	-$225K	0.06%	157
2018 Q4	$646K	Sell	13,808 -3,035	-18%	-$162K	0.09%	134
2018 Q3	$1M	Sell	16,843 -1,338	-7%	-$83.4K	0.11%	114
2018 Q2	$1.11M	Sell	18,181 -1,761	-9%	-$110K	0.12%	116
2018 Q1	$1.2M	Sell	19,942 -2,493	-11%	-$155K	0.15%	105
2017 Q4	$1.32M	Buy	22,435 +232	+1%	+$13.3K	0.15%	107
2017 Q3	$1.26M	Buy	22,203 +43	+0.2%	+$2.31K	0.14%	106
2017 Q2	$1.22M	Buy	22,160 +590	+3%	+$31.7K	0.15%	96
2017 Q1	$1.18M	Buy	+21,570	New	+$1.21M	0.15%	97

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

RWA Wealth Partners's KRE Position: Q2 2025 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 6,579 shares — an estimated $374K sold.

RWA Wealth Partners first reported a position in KRE in Q1 2017 and held it in 17 quarters. The position peaked at $1.32M in Q4 2017. 483 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

RWA Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
RWA Wealth Partners sold 6,579 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $374K.
RWA Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 17 quarters.
RWA Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $1.32M in Q4 2017.
483 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.