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

BlackDiamond 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 Q1	–	Sell	-3,744	Closed	-$226K	–	171
2024 Q4	$226K	Sell	3,744 -386	-9%	-$23.9K	0.13%	145
2024 Q3	$275K	Sell	4,130 -414	-9%	-$22.7K	0.17%	132
2024 Q2	$241K	Buy	4,544 +280	+7%	+$13.5K	0.16%	125
2024 Q1	$214K	Buy	+4,264	New	+$210K	0.15%	139

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BlackDiamond Wealth Management's KRE Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 3,744 shares — an estimated $226K sold.

BlackDiamond Wealth Management first reported a position in KRE in Q1 2024 and held it in 4 quarters. The position peaked at $275K in Q3 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

BlackDiamond Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 3,744 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $226K.
BlackDiamond Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and held it in 4 quarters.
BlackDiamond Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $275K in Q3 2024.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.