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

Wealth Forward LLC’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 Q2	$406K	Hold	5,419	–	–	0.2%	31
2026 Q1	$353K	Sell	5,419 -14	-0.3%	-$946	0.2%	29
2025 Q4	$352K	Sell	5,433 -1,684	-24%	-$106K	0.2%	27
2025 Q3	$451K	Hold	7,117	–	–	0.26%	24
2025 Q2	$423K	Hold	7,117	–	–	0.28%	21
2025 Q1	$405K	Hold	7,117	–	–	0.29%	22
2024 Q4	$430K	Sell	7,117 -800	-10%	-$49.6K	0.3%	22
2024 Q3	$448K	Sell	7,917 -55	-0.7%	-$3.02K	0.31%	25
2024 Q2	$391K	Hold	7,972	–	–	0.31%	25
2024 Q1	$401K	Hold	7,972	–	–	0.32%	25
2023 Q4	$418K	Buy	+7,972	New	+$356K	0.35%	25

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Forward LLC's KRE Position: Q2 2026 in Review

Wealth Forward LLC held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 5,419 shares worth $406K. The position accounts for 0.2% of the portfolio, ranked #31.

Wealth Forward LLC first reported a position in KRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Wealth Forward LLC held 5,419 shares of State Street SPDR S&P Regional Banking ETF worth $406K as of Q2 2026.
Wealth Forward LLC left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.2% of Wealth Forward LLC's portfolio in Q2 2026, its #31 holding.
Wealth Forward LLC first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Forward LLC's State Street SPDR S&P Regional Banking ETF position peaked at $451K in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.