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

Element 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
2025 Q1	–	Sell	-1,072	Closed	-$64.7K	–	240
2024 Q4	$64.7K	Sell	1,072 -100	-9%	-$6.2K	0.03%	193
2024 Q3	$66.3K	Buy	1,172 +2	+0.2%	+$110	0.04%	186
2024 Q2	$57.5K	Buy	1,170 +2	+0.2%	+$97	0.03%	176
2024 Q1	$58.7K	Buy	1,168 +560	+92%	+$27.6K	0.03%	175
2023 Q4	$31.9K	Buy	608 +2	+0.3%	+$89	0.02%	188
2023 Q3	$25.3K	Buy	606 +4	+0.7%	+$178	0.02%	188
2023 Q2	$24.6K	Buy	602 +302	+101%	+$12.4K	0.02%	189
2023 Q1	$13.2K	Buy	+300	New	+$17K	0.01%	179

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Element Wealth's KRE Position: Q1 2025 in Review

Element Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 1,072 shares — an estimated $64.7K sold.

Element Wealth first reported a position in KRE in Q1 2023 and held it in 8 quarters. The position peaked at $66.3K in Q3 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

Element Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 1,072 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $64.7K.
Element Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and held it in 8 quarters.
Element Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $66.3K in Q3 2024.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.