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

Chicago 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 Q2	–	Sell	-180,960	Closed	-$10.3M	–	50
2025 Q1	$10.3M	Buy	180,960 +2,270	+1%	+$138K	5.39%	6
2024 Q4	$10.8M	Buy	178,690 +17,291	+11%	+$1.07M	5.6%	4
2024 Q3	$9.14M	Buy	+161,399	New	+$8.86M	4.88%	10
2024 Q2	–	Sell	-57,911	Closed	-$2.91M	–	53
2024 Q1	$2.91M	Sell	57,911 -34,051	-37%	-$1.68M	1.73%	17
2023 Q4	$4.82M	Buy	+91,962	New	+$4.11M	3.3%	16
2023 Q1	–	Sell	-109,691	Closed	-$6.44M	–	48
2022 Q4	$6.44M	Sell	109,691 -14,272	-12%	-$878K	5.55%	7
2022 Q3	$7.3M	Buy	+123,963	New	+$7.75M	6.99%	9

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Chicago Wealth Management's KRE Position: Q2 2025 in Review

Chicago Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 180,960 shares — an estimated $10.3M sold.

Chicago Wealth Management first reported a position in KRE in Q3 2022 and held it in 7 quarters. The position peaked at $10.8M in Q4 2024. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Chicago Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Chicago Wealth Management sold 180,960 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $10.3M.
Chicago Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2022 and held it in 7 quarters.
Chicago Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $10.8M in Q4 2024.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Chicago Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.