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

Golden State 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
2026 Q1	$3.53K	Sell	54 -79	-59%	-$5.34K	﹤0.01%	1275
2025 Q4	$8.63K	Buy	133 +74	+125%	+$4.65K	﹤0.01%	1141
2025 Q3	$3.73K	Hold	59	–	–	﹤0.01%	1300
2025 Q2	$3.5K	Hold	59	–	–	﹤0.01%	1288
2025 Q1	$3.35K	Sell	59 -216	-79%	-$13.1K	﹤0.01%	1244
2024 Q4	$16.6K	Buy	+275	New	+$17.1K	﹤0.01%	814

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

Golden State Wealth Management's KRE Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 59% in Q1 2026, selling an estimated $5.34K and leaving 54 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Golden State Wealth Management first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.6K in Q4 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Golden State Wealth Management held 54 shares of State Street SPDR S&P Regional Banking ETF worth $3.53K as of Q1 2026.
Golden State Wealth Management sold 79 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $5.34K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1275 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $16.6K 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 Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.