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

Madison Wealth Partners’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	-4,256	Closed	-$269K	–	211
2025 Q3	$269K	Buy	4,256 +1	+0%	+$63	0.05%	139
2025 Q2	$253K	Sell	4,255 -2,123	-33%	-$118K	0.06%	141
2025 Q1	$363K	Buy	6,378 +1	+0%	+$61	0.09%	96
2024 Q4	$385K	Buy	6,377 +2	+0%	+$124	0.11%	89
2024 Q3	$361K	Sell	6,375 -175	-3%	-$9.61K	0.11%	97
2024 Q2	$322K	Sell	6,550 -97	-1%	-$4.68K	0.11%	89
2024 Q1	$334K	Sell	6,647 -196	-3%	-$9.67K	0.12%	85
2023 Q4	$359K	Buy	+6,843	New	+$306K	0.14%	73

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Madison Wealth Partners's KRE Position: Q4 2025 in Review

Madison Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 4,256 shares — an estimated $269K sold.

Madison Wealth Partners first reported a position in KRE in Q4 2023 and held it in 8 quarters. The position peaked at $385K in Q4 2024. 512 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Madison Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Madison Wealth Partners sold 4,256 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $269K.
Madison Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 8 quarters.
Madison Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $385K in Q4 2024.
512 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Madison Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.