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

Axxcess 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
-6,587
Closed -$427K – 728
2025
Q4 		$427K Buy
+6,587
New +$414K 0.01% 743

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Axxcess Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 6,587 shares — an estimated $427K sold.

Axxcess Wealth Management first reported a position in KRE in Q4 2025 and held it in 1 quarter. The position peaked at $427K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Axxcess Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,587 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $427K.
  • Axxcess Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $427K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.