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

Western 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	$200K	Sell	3,072 -170	-5%	-$11.5K	0.01%	929
2025 Q4	$210K	Buy	+3,242	New	+$204K	0.01%	791
2024 Q1	–	Sell	-4,566	Closed	-$239K	–	687
2023 Q4	$239K	Buy	+4,566	New	+$204K	0.02%	611
2022 Q4	–	Sell	-4,103	Closed	-$242K	–	712
2022 Q3	$242K	Buy	+4,103	New	+$257K	0.01%	701
2021 Q2	–	Sell	-4,111	Closed	-$273K	–	628
2021 Q1	$273K	Buy	+4,111	New	+$257K	0.04%	425

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 Wealth Management's KRE Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 5.2% in Q1 2026, selling an estimated $11.5K and leaving 3,072 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #929.

Western Wealth Management first reported a position in KRE in Q1 2021 and has held it in 5 quarters since. The position peaked at $273K in Q1 2021. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Western Wealth Management held 3,072 shares of State Street SPDR S&P Regional Banking ETF worth $200K as of Q1 2026.
Western Wealth Management sold 170 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $11.5K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #929 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 5 quarters since.
Western Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $273K in Q1 2021.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.