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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Congress Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.05% in Q2 2025, buying an estimated $223 and bringing the position to 8,432 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Congress Wealth Management first reported a position in KRE in Q4 2021 and has held it in 7 quarters since. The position peaked at $5.58M in Q4 2021. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Congress Wealth Management held 8,432 shares of State Street SPDR S&P Regional Banking ETF worth $501K as of Q2 2025.
Congress Wealth Management bought 4 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $223.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #924 holding.
Congress Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 7 quarters since.
Congress Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $5.58M in Q4 2021.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

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