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 Q3	–	Sell	-5,419	Closed	-$406K	–	54
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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Forward LLC's KRE Position: Q3 2026 in Review

Wealth Forward LLC sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2026, closing a stake of 5,419 shares — an estimated $406K sold.

Wealth Forward LLC first reported a position in KRE in Q4 2023 and held it in 11 quarters. The position peaked at $451K in Q3 2025. 148 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Wealth Forward LLC reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2026 after selling out during the quarter.
Wealth Forward LLC sold 5,419 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $406K.
Wealth Forward LLC first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 11 quarters.
Wealth Forward LLC's State Street SPDR S&P Regional Banking ETF position peaked at $451K in Q3 2025.
148 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.