MPWM Advisory Solutions’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

MPWM Advisory Solutions’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
2026 Q1	–	Sell	-19	Closed	-$1.23K	–	588
2025 Q4	$1.23K	Hold	19	–	–	﹤0.01%	497
2025 Q3	$1.2K	Hold	19	–	–	﹤0.01%	476
2025 Q2	$1.13K	Sell	19 -1,515	-99%	-$84.4K	﹤0.01%	483
2025 Q1	$87.2K	Sell	1,534 -150	-9%	-$9.12K	0.06%	102
2024 Q4	$102K	Buy	+1,684	New	+$104K	0.07%	100

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

MPWM Advisory Solutions's KRE Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 19 shares — an estimated $1.23K sold.

MPWM Advisory Solutions first reported a position in KRE in Q4 2024 and held it in 5 quarters. The position peaked at $102K in Q4 2024. 507 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

MPWM Advisory Solutions reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 19 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $1.23K.
MPWM Advisory Solutions first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 5 quarters.
MPWM Advisory Solutions's State Street SPDR S&P Regional Banking ETF position peaked at $102K in Q4 2024.
507 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.