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

Horizon Family 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 Q1	$667K	Sell	10,234 -150	-1%	-$10.1K	0.35%	49
2025 Q4	$673K	Sell	10,384 -945	-8%	-$59.4K	0.36%	50
2025 Q3	$717K	Buy	11,329 +57	+0.5%	+$3.59K	0.41%	41
2025 Q2	$669K	Buy	11,272 +2,276	+25%	+$127K	0.41%	43
2025 Q1	$511K	Sell	8,996 -1,826	-17%	-$111K	0.34%	42
2024 Q4	$653K	Buy	+10,822	New	+$671K	0.43%	37

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

Horizon Family Wealth's KRE Position: Q1 2026 in Review

Horizon Family Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.4% in Q1 2026, selling an estimated $10.1K and leaving 10,234 shares worth $667K. The position accounts for 0.35% of the portfolio, ranked #49.

Horizon Family Wealth first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $717K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Horizon Family Wealth held 10,234 shares of State Street SPDR S&P Regional Banking ETF worth $667K as of Q1 2026.
Horizon Family Wealth sold 150 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $10.1K.
State Street SPDR S&P Regional Banking ETF made up 0.35% of Horizon Family Wealth's portfolio in Q1 2026, its #49 holding.
Horizon Family Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 6 quarters since.
Horizon Family Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $717K in Q3 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.