Wellington Management Group
KRE icon

Wellington Management Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-898,297
Closed -$53.3M – 2041
2025
Q2 		$53.3M Buy
+898,297
New +$50M 0.01% 672
2024
Q4 		– Sell
-29,048
Closed -$1.8M – 1995
2024
Q3 		$1.64M Sell
29,048
-856,451
-97% -$47M ﹤0.01% 1594
2024
Q2 		$43.5M Buy
885,499
+113,394
+15% +$5.47M 0.01% 735
2024
Q1 		$38.8M Buy
772,105
+231,625
+43% +$11.4M 0.01% 779
2023
Q4 		$28.3M Buy
540,480
+174,850
+48% +$7.82M 0.01% 868
2023
Q3 		$15.3M Buy
+365,630
New +$16.3M ﹤0.01% 995
2023
Q2 		– Sell
-61,319
Closed -$2.69M – 1913
2023
Q1 		$2.69M Sell
61,319
-664
-1% -$37.7K ﹤0.01% 1436
2022
Q4 		$3.64M Buy
61,983
+30,236
+95% +$1.86M ﹤0.01% 1358
2022
Q3 		$1.87M Hold
31,747
– – ﹤0.01% 1538
2022
Q2 		$1.84M Hold
31,747
– – ﹤0.01% 1560
2022
Q1 		$2.19M Sell
31,747
-139,637
-81% -$10.2M ﹤0.01% 1578
2021
Q4 		$12.1M Buy
171,384
+134,867
+369% +$9.65M ﹤0.01% 1204
2021
Q3 		$2.47M Buy
+36,517
New +$2.35M ﹤0.01% 1653
2020
Q4 		– Sell
-144,429
Closed -$5.15M – 1964
2020
Q3 		$5.15M Sell
144,429
-1,871
-1% -$70.5K ﹤0.01% 1260
2020
Q2 		$5.62M Buy
+146,300
New +$5.35M ﹤0.01% 1191
2017
Q2 		– Sell
-148,700
Closed -$8.12M – 2256
2017
Q1 		$8.12M Buy
+148,700
New +$8.32M ﹤0.01% 1299
2016
Q1 		– Sell
-415,350
Closed -$17.4M – 2174
2015
Q4 		$17.4M Sell
415,350
-1,200,250
-74% -$51.9M ﹤0.01% 1003
2015
Q3 		$66.5M Buy
1,615,600
+1,610,900
+34,274% +$68.4M 0.02% 579
2015
Q2 		$208K Buy
+4,700
New +$200K ﹤0.01% 2100
2015
Q1 		– Sell
-1,729,335
Closed -$70.4M – 2204
2014
Q4 		$70.4M Buy
+1,729,335
New +$67.9M 0.02% 628

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wellington Management Group's KRE Position: Q3 2025 in Review

Wellington Management Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 898,297 shares — an estimated $53.3M sold.

Wellington Management Group first reported a position in KRE in Q4 2014 and held it in 20 quarters. The position peaked at $70.4M in Q4 2014. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

  • Wellington Management Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 898,297 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $53.3M.
  • Wellington Management Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and held it in 20 quarters.
  • Wellington Management Group's State Street SPDR S&P Regional Banking ETF position peaked at $70.4M in Q4 2014.
  • 503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.