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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
2025
Q4 		– Sell
-3,914
Closed -$248K – 574
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arete Wealth Advisors's KRE Position: Q4 2025 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 3,914 shares — an estimated $248K sold.

Arete Wealth Advisors first reported a position in KRE in Q4 2013 and held it in 24 quarters. The position peaked at $5.25M in Q4 2017. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

  • Arete Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,914 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $248K.
  • Arete Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 24 quarters.
  • Arete Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5.25M in Q4 2017.
  • 510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.