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
2026
Q1 		$19.6M Buy
+20,790,000
New +$1.41B ﹤0.01% 1024
2025
Q1 		– Sell
-10,282,500
Closed -$12.9M – 1998
2024
Q4 		$12.9M Buy
10,282,500
+131,750
+1% +$8.17M ﹤0.01% 1122
2024
Q3 		$6.32M Buy
10,150,750
+1,164,689
+13% +$63.9M ﹤0.01% 1273
2024
Q2 		$7.48M Buy
+8,986,061
New +$434M ﹤0.01% 1230

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.