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

Global 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	-3,408	Closed	-$216K	–	42
2025 Q3	$216K	Buy	3,408 +11	+0.3%	+$694	0.11%	34
2025 Q2	$216K	Buy	+3,397	New	+$189K	0.12%	30
2025 Q1	–	Sell	-3,374	Closed	-$204K	–	29
2024 Q4	$204K	Buy	+3,374	New	+$209K	0.13%	30

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Global Wealth Management's KRE Position: Q4 2025 in Review

Global Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 3,408 shares — an estimated $216K sold.

Global Wealth Management first reported a position in KRE in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Global Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Global Wealth Management sold 3,408 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $216K.
Global Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 3 quarters.
Global Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $216K in Q2 2025.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Global Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.