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

SVB Wealth’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	-115	Closed	-$6.54K	–	1103
2025 Q1	$6.54K	Buy	+115	New	+$6.99K	﹤0.01%	971
2022 Q2	–	Sell	-7,562	Closed	-$521K	–	801
2022 Q1	$521K	Sell	7,562 -458	-6%	-$33.4K	0.01%	446
2021 Q4	$568K	Sell	8,020 -6,421	-44%	-$459K	0.01%	422
2021 Q3	$978K	Sell	14,441 -2,119	-13%	-$136K	0.01%	398
2021 Q2	$1.08M	Sell	16,560 -1,637	-9%	-$112K	0.01%	373
2021 Q1	$1.21M	Buy	+18,197	New	+$1.14M	0.02%	318
2020 Q1	–	Sell	-3,769	Closed	-$220K	–	650
2019 Q4	$220K	Buy	+3,769	New	+$209K	﹤0.01%	558

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

SVB Wealth's KRE Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 115 shares — an estimated $6.54K sold.

SVB Wealth first reported a position in KRE in Q4 2019 and held it in 7 quarters. The position peaked at $1.21M in Q1 2021. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 115 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $6.54K.
SVB Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 7 quarters.
SVB Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $1.21M in Q1 2021.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.