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 Q2	–	Sell	-1,849	Closed	-$120K	–	192
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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Western Pacific Wealth Management's KRE Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 1,849 shares — an estimated $120K sold.

Western Pacific Wealth Management first reported a position in KRE in Q2 2023 and held it in 12 quarters. The position peaked at $120K in Q1 2026. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Western Pacific Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 1,849 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $120K.
Western Pacific Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 12 quarters.
Western Pacific Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $120K in Q1 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.