AWA
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Arete Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Arete Wealth Advisors’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 		– Sell
-3,880
Closed -$251K – 544
2025
Q4 		$251K Sell
3,880
-34
-0.9% -$2.14K 0.02% 651
2025
Q3 		$248K Hold
3,914
– – 0.02% 661
2025
Q2 		$232K Buy
3,914
+47
+1% +$2.62K 0.02% 648
2025
Q1 		$220K Hold
3,867
– – 0.02% 649
2024
Q4 		$233K Buy
+3,867
New +$240K 0.02% 644
2023
Q3 		– Sell
-36,635
Closed -$1.5M – 621
2023
Q2 		$1.5M Buy
+36,635
New +$1.5M 0.13% 159
2019
Q4 		– Sell
-4,185
Closed -$221K – 410
2019
Q3 		$221K Hold
4,185
– – 0.04% 350
2019
Q2 		$224K Hold
4,185
– – 0.04% 344
2019
Q1 		$215K Buy
+4,185
New +$223K 0.04% 347
2018
Q1 		– Sell
-89,144
Closed -$5.25M – 338
2017
Q4 		$5.25M Buy
+89,144
New +$5.12M 1.71% 9
2017
Q3 		– Sell
-6,714
Closed -$369K – 276
2017
Q2 		$369K Sell
6,714
-55,341
-89% -$2.98M 0.17% 167
2017
Q1 		$3.39M Buy
62,055
+479
+0.8% +$26.8K 1.48% 14
2016
Q4 		$3.42M Buy
61,576
+55,041
+842% +$2.7M 1.58% 12
2016
Q3 		$276K Buy
6,535
+30
+0.5% +$1.23K 0.16% 112
2016
Q2 		$250K Buy
6,505
+33
+0.5% +$1.3K 0.16% 112
2016
Q1 		$244K Buy
6,472
+29
+0.5% +$1.07K 0.15% 119
2015
Q4 		$270K Buy
6,443
+35
+0.5% +$1.51K 0.16% 101
2015
Q3 		$264K Sell
6,408
-43,776
-87% -$1.86M 0.21% 93
2015
Q2 		$2.22M Buy
50,184
+43,805
+687% +$1.86M 1.49% 14
2015
Q1 		$260K Buy
6,379
+25
+0.4% +$987 0.17% 113
2014
Q4 		$259K Buy
6,354
+31
+0.5% +$1.22K 0.18% 103
2014
Q3 		$239K Buy
6,323
+27
+0.4% +$1.05K 0.18% 100
2014
Q2 		$254K Buy
6,296
+26
+0.4% +$1.02K 0.2% 98
2014
Q1 		$259K Sell
6,270
-50
-0.8% -$1.99K 0.24% 80
2013
Q4 		$257K Buy
+6,320
New +$242K 0.25% 79

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 $235B AUM 32.99% 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

Arete Wealth Advisors's KRE Position: Q1 2026 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 3,880 shares — an estimated $251K sold.

Arete Wealth Advisors first reported a position in KRE in Q4 2013 and held it in 25 quarters. The position peaked at $5.25M in Q4 2017. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Arete Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,880 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $251K.
  • Arete Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 25 quarters.
  • Arete Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5.25M in Q4 2017.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.