Chicago Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-180,960
Closed -$10.3M 50
2025
Q1
$10.3M Buy
180,960
+2,270
+1% +$129K 5.39% 6
2024
Q4
$10.8M Buy
178,690
+17,291
+11% +$1.04M 5.6% 4
2024
Q3
$9.14M Buy
+161,399
New +$9.14M 4.88% 10
2024
Q2
Sell
-57,911
Closed -$2.91M 53
2024
Q1
$2.91M Sell
57,911
-34,051
-37% -$1.71M 1.73% 17
2023
Q4
$4.82M Buy
+91,962
New +$4.82M 3.3% 16
2023
Q1
Sell
-109,691
Closed -$6.44M 48
2022
Q4
$6.44M Sell
109,691
-14,272
-12% -$838K 5.55% 7
2022
Q3
$7.3M Buy
+123,963
New +$7.3M 6.99% 9