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

Atria Wealth Solutions’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
Q1 		– Sell
-9,628
Closed -$581K – 1983
2024
Q4 		$581K Sell
9,628
-29,204
-75% -$1.81M 0.01% 1190
2024
Q3 		$2.2M Buy
38,832
+521
+1% +$28.6K 0.02% 595
2024
Q2 		$1.88M Sell
38,311
-176
-0.5% -$8.49K 0.02% 645
2024
Q1 		$1.94M Sell
38,487
-6,776
-15% -$334K 0.02% 652
2023
Q4 		$2.37M Buy
45,263
+8,610
+23% +$385K 0.03% 552
2023
Q3 		$1.53M Sell
36,653
-11,369
-24% -$507K 0.02% 646
2023
Q2 		$1.96M Buy
48,022
+34,785
+263% +$1.43M 0.03% 575
2023
Q1 		$581K Buy
13,237
+2,910
+28% +$165K 0.01% 1043
2022
Q4 		$607K Buy
10,327
+1,415
+16% +$87.1K 0.01% 987
2022
Q3 		$525K Sell
8,912
-709
-7% -$44.3K 0.01% 994
2022
Q2 		$559K Sell
9,621
-2,858
-23% -$178K 0.01% 913
2022
Q1 		$860K Buy
+12,479
New +$909K 0.01% 794

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Atria Wealth Solutions's KRE Position: Q1 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 9,628 shares — an estimated $581K sold.

Atria Wealth Solutions first reported a position in KRE in Q1 2022 and held it in 12 quarters. The position peaked at $2.37M in Q4 2023. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,628 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $581K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's State Street SPDR S&P Regional Banking ETF position peaked at $2.37M in Q4 2023.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.