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

Strategic 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
2026 Q1	$8.18M	Buy	125,509 +121,084	+2,736%	+$8.18M	0.57%	62
2025 Q4	$287K	Sell	4,425 -158,416	-97%	-$9.96M	0.02%	271
2025 Q3	$10.3M	Buy	162,841 +34,340	+27%	+$2.17M	0.77%	41
2025 Q2	$7.63M	Buy	+128,501	New	+$7.15M	0.6%	57
2024 Q1	–	Sell	-4,226	Closed	-$222K	–	298
2023 Q4	$222K	Buy	+4,226	New	+$189K	0.03%	259
2023 Q3	–	Sell	-38,612	Closed	-$1.58M	–	293
2023 Q2	$1.58M	Buy	+38,612	New	+$1.58M	0.2%	125
2022 Q3	–	Sell	-54,249	Closed	-$3.15M	–	275
2022 Q2	$3.15M	Buy	54,249 +4,395	+9%	+$274K	0.68%	41
2022 Q1	$3.44M	Buy	+49,854	New	+$3.63M	0.67%	39
2018 Q3	–	Sell	-29	Closed	-$2K	–	674
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	700
2018 Q1	$2K	Buy	+29	New	+$1.8K	﹤0.01%	738

Other funds holding KRE

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Strategic Wealth Partners's KRE Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2,736% in Q1 2026, buying an estimated $8.18M and bringing the position to 125,509 shares worth $8.18M. The position accounts for 0.57% of the portfolio, ranked #62.

Strategic Wealth Partners first reported a position in KRE in Q1 2018 and has held it in 10 quarters since. The position peaked at $10.3M in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Strategic Wealth Partners held 125,509 shares of State Street SPDR S&P Regional Banking ETF worth $8.18M as of Q1 2026.
Strategic Wealth Partners bought 121,084 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $8.18M.
State Street SPDR S&P Regional Banking ETF made up 0.57% of Strategic Wealth Partners's portfolio in Q1 2026, its #62 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $10.3M in Q3 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.