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 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 $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

Wealth Forward LLC's KRE Position: Q1 2026 in Review

Wealth Forward LLC reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.26% in Q1 2026, selling an estimated $946 and leaving 5,419 shares worth $353K. The position accounts for 0.2% of the portfolio, ranked #29.

Wealth Forward LLC first reported a position in KRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $451K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Wealth Forward LLC held 5,419 shares of State Street SPDR S&P Regional Banking ETF worth $353K as of Q1 2026.
Wealth Forward LLC sold 14 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $946.
State Street SPDR S&P Regional Banking ETF made up 0.2% of Wealth Forward LLC's portfolio in Q1 2026, its #29 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 10 quarters since.
Wealth Forward LLC's State Street SPDR S&P Regional Banking ETF position peaked at $451K 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 Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.