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

Future Financial Wealth Management’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 Q4	–	Sell	-531	Closed	-$33.6K	–	282
2025 Q3	$33.6K	Hold	531	–	–	0.02%	293
2025 Q2	$31.5K	Hold	531	–	–	0.02%	288
2025 Q1	$30.2K	Hold	531	–	–	0.02%	285
2024 Q4	$32K	Sell	531 -500	-48%	-$31K	0.02%	280
2024 Q3	$58.4K	Buy	+1,031	New	+$56.6K	0.04%	238
2024 Q2	–	Sell	-3,059	Closed	-$154K	–	292
2024 Q1	$154K	Buy	+3,059	New	+$151K	0.12%	136
2023 Q2	–	Sell	-15,446	Closed	-$670K	–	116
2023 Q1	$670K	Sell	15,446 -329	-2%	-$18.7K	0.74%	36
2022 Q4	$927K	Buy	+15,775	New	+$971K	1.06%	34
2022 Q2	–	Sell	-2,335	Closed	-$161K	–	309
2022 Q1	$161K	Buy	2,335 +150	+7%	+$10.9K	0.13%	140
2021 Q4	$158K	Buy	+2,185	New	+$156K	0.13%	142

Other funds holding KRE

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Future Financial Wealth Management's KRE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 531 shares — an estimated $33.6K sold.

Future Financial Wealth Management first reported a position in KRE in Q4 2021 and held it in 10 quarters. The position peaked at $927K in Q4 2022. 512 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 531 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $33.6K.
Future Financial Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 10 quarters.
Future Financial Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $927K in Q4 2022.
512 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.