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

Focus Partners 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	$788K	Sell	12,092 -698	-5%	-$47.2K	﹤0.01%	1714
2025 Q4	$829K	Buy	12,790 +7,562	+145%	+$475K	﹤0.01%	1715
2025 Q3	$331K	Buy	5,228 +45	+0.9%	+$2.84K	﹤0.01%	1799
2025 Q2	$308K	Sell	5,183 -122	-2%	-$6.79K	﹤0.01%	1663
2025 Q1	$302K	Sell	5,305 -2,712	-34%	-$165K	﹤0.01%	1569
2024 Q4	$484K	Buy	+8,017	New	+$497K	﹤0.01%	1345
2024 Q3	–	Sell	-13,122	Closed	-$644K	–	1655
2024 Q2	$644K	Buy	+13,122	New	+$633K	﹤0.01%	894
2024 Q1	–	Sell	-18,675	Closed	-$979K	–	996
2023 Q4	$979K	Buy	+18,675	New	+$835K	0.01%	455

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

Focus Partners Wealth's KRE Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 5.5% in Q1 2026, selling an estimated $47.2K and leaving 12,092 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Focus Partners Wealth first reported a position in KRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $979K in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Focus Partners Wealth held 12,092 shares of State Street SPDR S&P Regional Banking ETF worth $788K as of Q1 2026.
Focus Partners Wealth sold 698 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $47.2K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1714 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 8 quarters since.
Focus Partners Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $979K in Q4 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

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