1858 Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

1858 Wealth Management’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	-16,788	Closed	-$954K	–	127
2025 Q1	$954K	Buy	16,788 +344	+2%	+$20.9K	0.81%	37
2024 Q4	$992K	Buy	16,444 +1,158	+8%	+$71.8K	0.79%	37
2024 Q3	$865K	Buy	+15,286	New	+$839K	0.71%	42

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

1858 Wealth Management's KRE Position: Q2 2025 in Review

1858 Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 16,788 shares — an estimated $954K sold.

1858 Wealth Management first reported a position in KRE in Q3 2024 and held it in 3 quarters. The position peaked at $992K in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

1858 Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 16,788 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $954K.
1858 Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and held it in 3 quarters.
1858 Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $992K 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 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.