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

Accel 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
2026 Q1	–	Sell	-4,890	Closed	-$317K	–	297
2025 Q4	$317K	Sell	4,890 -497	-9%	-$31.2K	0.09%	196
2025 Q3	$341K	Sell	5,387 -105	-2%	-$6.62K	0.1%	188
2025 Q2	$326K	Sell	5,492 -620	-10%	-$34.5K	0.11%	187
2025 Q1	$347K	Sell	6,112 -17	-0.3%	-$1.03K	0.13%	166
2024 Q4	$370K	Buy	+6,129	New	+$380K	0.14%	158

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Accel Wealth Management's KRE Position: Q1 2026 in Review

Accel Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 4,890 shares — an estimated $317K sold.

Accel Wealth Management first reported a position in KRE in Q4 2024 and held it in 5 quarters. The position peaked at $370K in Q4 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Accel Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
Accel Wealth Management sold 4,890 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $317K.
Accel Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 5 quarters.
Accel Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $370K in Q4 2024.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.