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

CM Wealth Advisors’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	-4,870	Closed	-$289K	–	90
2025 Q2	$289K	Hold	4,870	–	–	0.09%	72
2025 Q1	$277K	Sell	4,870 -418	-8%	-$25.4K	0.09%	72
2024 Q4	$319K	Hold	5,288	–	–	0.1%	68
2024 Q3	$299K	Hold	5,288	–	–	0.1%	70
2024 Q2	$260K	Hold	5,288	–	–	0.12%	62
2024 Q1	$264K	Buy	+5,288	New	+$261K	0.08%	146

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

CM Wealth Advisors's KRE Position: Q3 2025 in Review

CM Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 4,870 shares — an estimated $289K sold.

CM Wealth Advisors first reported a position in KRE in Q1 2024 and held it in 6 quarters. The position peaked at $319K in Q4 2024. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

CM Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
CM Wealth Advisors sold 4,870 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $289K.
CM Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and held it in 6 quarters.
CM Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $319K 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 CM Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.