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

CreativeOne Wealth’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
2026 Q1	$311K	Sell	4,774 -373	-7%	-$25.2K	0.01%	969
2025 Q4	$334K	Buy	5,147 +390	+8%	+$24.5K	0.01%	915
2025 Q3	$301K	Sell	4,757 -805	-14%	-$50.8K	0.01%	944
2025 Q2	$330K	Buy	5,562 +455	+9%	+$25.3K	0.01%	887
2025 Q1	$290K	Buy	+5,107	New	+$310K	0.01%	880
2023 Q2	–	Sell	-16,756	Closed	-$735K	–	867
2023 Q1	$735K	Buy	+16,756	New	+$951K	0.04%	379
2021 Q2	–	Sell	-3,081	Closed	-$204K	–	686
2021 Q1	$204K	Buy	+3,081	New	+$192K	0.02%	536

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CreativeOne Wealth's KRE Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 7.2% in Q1 2026, selling an estimated $25.2K and leaving 4,774 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #969.

CreativeOne Wealth first reported a position in KRE in Q1 2021 and has held it in 7 quarters since. The position peaked at $735K in Q1 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

CreativeOne Wealth held 4,774 shares of State Street SPDR S&P Regional Banking ETF worth $311K as of Q1 2026.
CreativeOne Wealth sold 373 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $25.2K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #969 holding.
CreativeOne Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 7 quarters since.
CreativeOne Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $735K in Q1 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.