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

Institute for 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
2023 Q3	–	Hold	0	–	-$61.2K	–	468
2023 Q2	–	Hold	0	–	–	–	458

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

Institute for Wealth Management's KRE Position: Q1 2026 in Review

Institute for Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.8% in Q1 2026, buying an estimated $19.5K and bringing the position to 16,339 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #188.

Institute for Wealth Management first reported a position in KRE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.79M in Q4 2017. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Institute for Wealth Management held 16,339 shares of State Street SPDR S&P Regional Banking ETF worth $1.06M as of Q1 2026.
Institute for Wealth Management bought 288 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $19.5K.
State Street SPDR S&P Regional Banking ETF made up 0.11% of Institute for Wealth Management's portfolio in Q1 2026, its #188 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and has held it in 34 quarters since.
Institute for Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.79M in Q4 2017.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.