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Estate Planners Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Estate Planners Group’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 		– Sell
-33
Closed -$2.11K – 259
2025
Q4 		$2.11K Buy
+33
New +$2.07K ﹤0.01% 404

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Estate Planners Group's KRE Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 33 shares — an estimated $2.11K sold.

Estate Planners Group first reported a position in KRE in Q4 2025 and held it in 1 quarter. The position peaked at $2.11K in Q4 2025. 507 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 33 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $2.11K.
  • Estate Planners Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR S&P Regional Banking ETF position peaked at $2.11K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.