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

MGB 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
2025 Q4	$185K	Buy	2,852 +4	+0.1%	+$251	0.05%	230
2025 Q3	$180K	Buy	2,848 +147	+5%	+$9.27K	0.05%	234
2025 Q2	$160K	Sell	2,701 -644	-19%	-$35.9K	0.05%	229
2025 Q1	$190K	Buy	3,345 +59	+2%	+$3.58K	0.07%	207
2024 Q4	$198K	Sell	3,286 -95	-3%	-$5.89K	0.06%	193
2024 Q3	$191K	Hold	3,381	–	–	0.07%	189
2024 Q2	$176K	Sell	3,381 -825	-20%	-$39.8K	0.07%	191
2024 Q1	$211K	Sell	4,206 -56	-1%	-$2.76K	0.09%	179
2023 Q4	$223K	Buy	+4,262	New	+$191K	0.11%	167

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MGB Wealth Management's KRE Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.14% in Q4 2025, buying an estimated $251 and bringing the position to 2,852 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #230.

MGB Wealth Management first reported a position in KRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $223K in Q4 2023. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

MGB Wealth Management held 2,852 shares of State Street SPDR S&P Regional Banking ETF worth $185K as of Q4 2025.
MGB Wealth Management bought 4 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $251.
State Street SPDR S&P Regional Banking ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #230 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $223K in Q4 2023.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.