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

GeoWealth 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 Q1	–	Sell	-3,828	Closed	-$231K	–	1478
2024 Q4	$231K	Hold	3,828	–	–	0.01%	707
2024 Q3	$217K	Sell	3,828 -300	-7%	-$16.5K	0.01%	694
2024 Q2	$203K	Buy	4,128 +2	+0%	+$97	0.01%	683
2024 Q1	$207K	Buy	4,126 +1	+0%	+$49	0.01%	680
2023 Q4	$216K	Buy	+4,125	New	+$184K	0.02%	488

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

GeoWealth Management's KRE Position: Q1 2025 in Review

GeoWealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 3,828 shares — an estimated $231K sold.

GeoWealth Management first reported a position in KRE in Q4 2023 and held it in 5 quarters. The position peaked at $231K in Q4 2024. 499 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

GeoWealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 3,828 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $231K.
GeoWealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 5 quarters.
GeoWealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $231K in Q4 2024.
499 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.