CIBC Private Wealth Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CIBC Private Wealth Group’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 Q4	$259K	Hold	4,000	–	–	﹤0.01%	1077
2025 Q3	$253K	Sell	4,000 -1,600	-29%	-$101K	﹤0.01%	1080
2025 Q2	$333K	Hold	5,600	–	–	﹤0.01%	941
2025 Q1	$273K	Sell	5,600 -360	-6%	-$21.9K	﹤0.01%	980
2024 Q4	$358K	Hold	5,960	–	–	﹤0.01%	961
2024 Q3	$337K	Hold	5,960	–	–	﹤0.01%	992
2024 Q2	$286K	Hold	5,960	–	–	﹤0.01%	965
2024 Q1	$294K	Sell	5,960 -1,223	-17%	-$60.4K	﹤0.01%	979
2023 Q4	$377K	Buy	7,183 +1,033	+17%	+$46.2K	﹤0.01%	866
2023 Q3	$257K	Buy	6,150 +100	+2%	+$4.46K	﹤0.01%	921
2023 Q2	$247K	Buy	+6,050	New	+$248K	﹤0.01%	805
2022 Q3	–	Sell	-3,000	Closed	-$174K	–	1065
2022 Q2	$174K	Sell	3,000 -3,983	-57%	-$249K	﹤0.01%	894
2022 Q1	$481K	Buy	6,983 +2,738	+64%	+$199K	﹤0.01%	760
2021 Q4	$301K	Buy	+4,245	New	+$304K	﹤0.01%	876
2021 Q3	–	Sell	-4,238	Closed	-$278K	–	984
2021 Q2	$278K	Hold	4,238	–	–	﹤0.01%	917
2021 Q1	$281K	Buy	+4,238	New	+$264K	﹤0.01%	917
2018 Q3	–	Sell	-993	Closed	-$61K	–	1364
2018 Q2	$61K	Hold	993	–	–	﹤0.01%	1128
2018 Q1	$60K	Hold	993	–	–	﹤0.01%	1115
2017 Q4	$58K	Buy	+993	New	+$57K	﹤0.01%	1140
2015 Q1	–	Sell	-12,550	Closed	-$511K	–	625
2014 Q4	$511K	Buy	12,550 +250	+2%	+$9.81K	﹤0.01%	538
2014 Q3	$466K	Hold	12,300	–	–	﹤0.01%	543
2014 Q2	$496K	Buy	+12,300	New	+$484K	﹤0.01%	523

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CIBC Private Wealth Group's KRE Position: Q4 2025 in Review

CIBC Private Wealth Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q4 2025 at 4,000 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

CIBC Private Wealth Group first reported a position in KRE in Q2 2014 and has held it in 22 quarters since. The position peaked at $511K in Q4 2014. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

CIBC Private Wealth Group held 4,000 shares of State Street SPDR S&P Regional Banking ETF worth $259K as of Q4 2025.
CIBC Private Wealth Group left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q4 2025.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1077 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2014 and has held it in 22 quarters since.
CIBC Private Wealth Group's State Street SPDR S&P Regional Banking ETF position peaked at $511K in Q4 2014.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.