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

KWB 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
2025 Q3	–	Sell	-5,364	Closed	-$305K	–	152
2025 Q2	$305K	Sell	5,364 -2,975	-36%	-$166K	0.04%	121
2025 Q1	$503K	Buy	8,339 +2,032	+32%	+$123K	0.06%	95
2024 Q4	$357K	Sell	6,307 -2,405	-28%	-$149K	0.04%	106
2024 Q3	$428K	Buy	8,712 +689	+9%	+$37.8K	0.06%	86
2024 Q2	$403K	Hold	8,023	–	–	0.06%	89
2024 Q1	$403K	Buy	8,023 +428	+6%	+$21.1K	0.05%	89
2023 Q4	$398K	Buy	+7,595	New	+$340K	0.06%	88

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

KWB Wealth's KRE Position: Q3 2025 in Review

KWB Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 5,364 shares — an estimated $305K sold.

KWB Wealth first reported a position in KRE in Q4 2023 and held it in 7 quarters. The position peaked at $503K in Q1 2025. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

KWB Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
KWB Wealth sold 5,364 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $305K.
KWB Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 7 quarters.
KWB Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $503K in Q1 2025.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.