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Scholtz & Company’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Scholtz & Company’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
-79,954
Closed -$4.55M – 53
2025
Q1 		$4.55M Buy
79,954
+265
+0.3% +$16.1K 2.25% 17
2024
Q4 		$4.81M Buy
+79,689
New +$4.94M 2.3% 16

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Scholtz & Company's KRE Position: Q2 2025 in Review

Scholtz & Company sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 79,954 shares — an estimated $4.55M sold.

Scholtz & Company first reported a position in KRE in Q4 2024 and held it in 2 quarters. The position peaked at $4.81M in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Scholtz & Company reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Scholtz & Company sold 79,954 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $4.55M.
  • Scholtz & Company first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 2 quarters.
  • Scholtz & Company's State Street SPDR S&P Regional Banking ETF position peaked at $4.81M 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 Scholtz & Company's 13F filing for Q2 2025, filed 4 Aug 2025.