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

Congress 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 		$501K Buy
8,432
+4
+0% +$223 ﹤0.01% 924
2025
Q1 		$486K Buy
+8,428
New +$512K 0.01% 825
2023
Q1 		– Sell
-44,914
Closed -$2.64M – 569
2022
Q4 		$2.64M Sell
44,914
-2,723
-6% -$168K 0.07% 236
2022
Q3 		$2.81M Sell
47,637
-2,143
-4% -$134K 0.08% 240
2022
Q2 		$2.89M Sell
49,780
-4,780
-9% -$298K 0.07% 243
2022
Q1 		$3.76M Sell
54,560
-24,181
-31% -$1.76M 0.08% 240
2021
Q4 		$5.58M Buy
+78,741
New +$5.63M 0.11% 210

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return