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 Q2	$55.2K	Buy	737 +216	+41%	+$15.1K	0.02%	259
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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fourth Dimension Wealth's KRE Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 41% in Q2 2026, buying an estimated $15.1K and bringing the position to 737 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #259.

Fourth Dimension Wealth first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.1K in Q4 2024. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Fourth Dimension Wealth held 737 shares of State Street SPDR S&P Regional Banking ETF worth $55.2K as of Q2 2026.
Fourth Dimension Wealth bought 216 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #259 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 7 quarters since.
Fourth Dimension Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $70.1K in Q4 2024.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.