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

Meriwether Wealth & Planning’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
Q1 		– Sell
-8,218
Closed -$496K – 128
2024
Q4 		$496K Buy
+8,218
New +$510K 0.35% 57

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Meriwether Wealth & Planning's KRE Position: Q1 2025 in Review

Meriwether Wealth & Planning sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 8,218 shares — an estimated $496K sold.

Meriwether Wealth & Planning first reported a position in KRE in Q4 2024 and held it in 1 quarter. The position peaked at $496K in Q4 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Meriwether Wealth & Planning reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 8,218 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $496K.
  • Meriwether Wealth & Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 1 quarter.
  • Meriwether Wealth & Planning's State Street SPDR S&P Regional Banking ETF position peaked at $496K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2025, filed 21 Apr 2025.