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

Cherry Tree 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 Q3	–	Sell	-260	Closed	-$15.4K	–	599
2025 Q2	$15.4K	Hold	260	–	–	﹤0.01%	364
2025 Q1	$14.8K	Sell	260 -100	-28%	-$6.08K	﹤0.01%	380
2024 Q4	$21.7K	Hold	360	–	–	0.01%	329
2024 Q3	$20.4K	Hold	360	–	–	﹤0.01%	343
2024 Q2	$17.7K	Hold	360	–	–	﹤0.01%	341
2024 Q1	$18.1K	Hold	360	–	–	﹤0.01%	327
2023 Q4	$18.9K	Hold	360	–	–	0.01%	308
2023 Q3	$15K	Hold	360	–	–	﹤0.01%	307
2023 Q2	$14.7K	Buy	+360	New	+$14.8K	﹤0.01%	306

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Cherry Tree Wealth Management's KRE Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 260 shares — an estimated $15.4K sold.

Cherry Tree Wealth Management first reported a position in KRE in Q2 2023 and held it in 9 quarters. The position peaked at $21.7K in Q4 2024. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Cherry Tree Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 260 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $15.4K.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 9 quarters.
Cherry Tree Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $21.7K in Q4 2024.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.