Western Pacific Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Western Pacific Wealth Management’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	$120K	Hold	1,849	–	–	0.12%	82
2025 Q4	$120K	Hold	1,849	–	–	0.12%	80
2025 Q3	$117K	Hold	1,849	–	–	0.11%	89
2025 Q2	$110K	Hold	1,849	–	–	0.11%	95
2025 Q1	$105K	Hold	1,849	–	–	0.1%	96
2024 Q4	$112K	Hold	1,849	–	–	0.09%	101
2024 Q3	$105K	Hold	1,849	–	–	0.07%	118
2024 Q2	$90.8K	Hold	1,849	–	–	0.07%	108
2024 Q1	$93K	Hold	1,849	–	–	0.07%	103
2023 Q4	$96.9K	Buy	1,849 +949	+105%	+$42.4K	0.07%	93
2023 Q3	$37.6K	Hold	900	–	–	0.03%	153
2023 Q2	$36.7K	Buy	+900	New	+$36.9K	0.03%	158

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

Western Pacific Wealth Management's KRE Position: Q1 2026 in Review

Western Pacific Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 1,849 shares worth $120K. The position accounts for 0.12% of the portfolio, ranked #82.

Western Pacific Wealth Management first reported a position in KRE in Q2 2023 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Western Pacific Wealth Management held 1,849 shares of State Street SPDR S&P Regional Banking ETF worth $120K as of Q1 2026.
Western Pacific Wealth Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up 0.12% of Western Pacific Wealth Management's portfolio in Q1 2026, its #82 holding.
Western Pacific Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 12 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.