SWP
KRE icon

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

Stratos 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
-6,633
Closed -$420K – 1629
2025
Q3 		$420K Sell
6,633
-135
-2% -$8.51K 0.01% 1091
2025
Q2 		$402K Buy
6,768
+161
+2% +$8.96K 0.01% 1015
2025
Q1 		$376K Buy
6,607
+1,217
+23% +$74K 0.01% 993
2024
Q4 		$325K Sell
5,390
-943
-15% -$58.5K ﹤0.01% 1114
2024
Q3 		$358K Buy
6,333
+812
+15% +$44.6K 0.01% 1064
2024
Q2 		$271K Sell
5,521
-9,191
-62% -$443K ﹤0.01% 1130
2024
Q1 		$740K Sell
14,712
-5,891
-29% -$291K 0.01% 757
2023
Q4 		$1.08M Sell
20,603
-178
-0.9% -$7.96K 0.02% 597
2023
Q3 		$868K Buy
20,781
+1,003
+5% +$44.7K 0.02% 625
2023
Q2 		$808K Buy
19,778
+12,647
+177% +$519K 0.02% 601
2023
Q1 		$313K Sell
7,131
-517
-7% -$29.3K 0.01% 859
2022
Q4 		$449K Sell
7,648
-887
-10% -$54.6K 0.01% 765
2022
Q3 		$503K Sell
8,535
-473
-5% -$29.6K 0.01% 686
2022
Q2 		$523K Sell
9,008
-3,272
-27% -$204K 0.01% 712
2022
Q1 		$846K Buy
12,280
+2,802
+30% +$204K 0.02% 613
2021
Q4 		$672K Buy
9,478
+3,357
+55% +$240K 0.01% 705
2021
Q3 		$415K Sell
6,121
-317
-5% -$20.4K 0.01% 821
2021
Q2 		$422K Buy
6,438
+848
+15% +$58K 0.01% 835
2021
Q1 		$371K Buy
5,590
+622
+13% +$38.8K 0.01% 811
2020
Q4 		$258K Buy
+4,968
New +$227K 0.01% 905
2020
Q3 		– Sell
-5,450
Closed -$209K – 1039
2020
Q2 		$209K Buy
+5,450
New +$199K 0.01% 886
2020
Q1 		– Sell
-8,309
Closed -$484K – 988
2019
Q4 		$484K Buy
8,309
+832
+11% +$46.1K 0.02% 605
2019
Q3 		$395K Sell
7,477
-184
-2% -$9.61K 0.02% 637
2019
Q2 		$409K Sell
7,661
-1,813
-19% -$96.8K 0.02% 635
2019
Q1 		$486K Sell
9,474
-1,019
-10% -$54.4K 0.02% 559
2018
Q4 		$491K Sell
10,493
-6,965
-40% -$372K 0.03% 518
2018
Q3 		$1.04M Buy
17,458
+1,370
+9% +$85.4K 0.05% 327
2018
Q2 		$981K Buy
16,088
+5,572
+53% +$349K 0.04% 370
2018
Q1 		$635K Buy
10,516
+1,161
+12% +$72.1K 0.03% 472
2017
Q4 		$551K Buy
9,355
+163
+2% +$9.36K 0.02% 497
2017
Q3 		$522K Buy
9,192
+450
+5% +$24.2K 0.02% 499
2017
Q2 		$480K Buy
8,742
+1,252
+17% +$67.3K 0.02% 470
2017
Q1 		$409K Buy
7,490
+1,065
+17% +$59.6K 0.02% 478
2016
Q4 		$357K Sell
6,425
-2,586
-29% -$127K 0.02% 470
2016
Q3 		$381K Buy
9,011
+150
+2% +$6.14K 0.03% 424
2016
Q2 		$340K Buy
8,861
+913
+11% +$36.1K 0.03% 421
2016
Q1 		$299K Sell
7,948
-2,313
-23% -$85K 0.03% 417
2015
Q4 		$430K Buy
10,261
+1,752
+21% +$75.8K 0.04% 342
2015
Q3 		$350K Buy
8,509
+473
+6% +$20.1K 0.04% 333
2015
Q2 		$355K Buy
8,036
+1,118
+16% +$47.5K 0.05% 323
2015
Q1 		$282K Sell
6,918
-92
-1% -$3.63K 0.03% 448
2014
Q4 		$285K Buy
+7,010
New +$275K 0.05% 365

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Stratos Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 6,633 shares — an estimated $420K sold.

Stratos Wealth Partners first reported a position in KRE in Q4 2014 and held it in 42 quarters. The position peaked at $1.08M in Q4 2023. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,633 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $420K.
  • Stratos Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and held it in 42 quarters.
  • Stratos Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $1.08M 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 Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.