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

Tompkins Financial’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	-1,800	Closed	-$102K	–	565
2025 Q1	$102K	Hold	1,800	–	–	0.01%	254
2024 Q4	$109K	Hold	1,800	–	–	0.01%	246
2024 Q3	$102K	Hold	1,800	–	–	0.01%	265
2024 Q2	$88.4K	Hold	1,800	–	–	0.01%	289
2024 Q1	$90.5K	Hold	1,800	–	–	0.01%	290
2023 Q4	$94.4K	Hold	1,800	–	–	0.01%	280
2023 Q3	$75.2K	Hold	1,800	–	–	0.01%	285
2023 Q2	$73.5K	Hold	1,800	–	–	0.01%	298
2023 Q1	$78.9K	Hold	1,800	–	–	0.01%	292
2022 Q4	$106K	Hold	1,800	–	–	0.02%	252
2022 Q3	$106K	Hold	1,800	–	–	0.02%	249
2022 Q2	$105K	Hold	1,800	–	–	0.02%	257
2022 Q1	$124K	Hold	1,800	–	–	0.02%	256
2021 Q4	$128K	Hold	1,800	–	–	0.02%	167
2021 Q3	$122K	Buy	+1,800	New	+$116K	0.02%	168
2021 Q1	$119K	Hold	1,800	–	–	0.02%	171
2020 Q4	$94K	Hold	1,800	–	–	0.02%	185
2020 Q3	$64K	Hold	1,800	–	–	0.01%	214
2020 Q2	$69K	Hold	1,800	–	–	0.01%	205
2020 Q1	$59K	Sell	1,800 -300	-14%	-$14.7K	0.01%	216
2019 Q4	$122K	Buy	+2,100	New	+$116K	0.02%	186

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

Tompkins Financial's KRE Position: Q2 2025 in Review

Tompkins Financial sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 1,800 shares — an estimated $102K sold.

Tompkins Financial first reported a position in KRE in Q4 2019 and held it in 21 quarters. The position peaked at $128K in Q4 2021. 483 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Tompkins Financial reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Tompkins Financial sold 1,800 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $102K.
Tompkins Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and held it in 21 quarters.
Tompkins Financial's State Street SPDR S&P Regional Banking ETF position peaked at $128K in Q4 2021.
483 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.