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

Fourth Dimension 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	$33.9K	Sell	521 -241	-32%	-$16.3K	0.01%	269
2025 Q4	$49.4K	Hold	762	–	–	0.02%	240
2025 Q3	$48.2K	Hold	762	–	–	0.02%	232
2025 Q2	$45.3K	Sell	762 -399	-34%	-$22.2K	0.02%	233
2025 Q1	$66K	Hold	1,161	–	–	0.03%	195
2024 Q4	$70.1K	Buy	+1,161	New	+$72K	0.04%	187

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

Fourth Dimension Wealth's KRE Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 32% in Q1 2026, selling an estimated $16.3K and leaving 521 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #269.

Fourth Dimension Wealth first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.1K in Q4 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Fourth Dimension Wealth held 521 shares of State Street SPDR S&P Regional Banking ETF worth $33.9K as of Q1 2026.
Fourth Dimension Wealth sold 241 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $16.3K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #269 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $70.1K in Q4 2024.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.