Avantax Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Avantax Advisory Services’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 Q2	$399K	Sell	6,723 -305	-4%	-$17K	﹤0.01%	1724
2025 Q1	$400K	Sell	7,028 -197	-3%	-$12K	﹤0.01%	1658
2024 Q4	$436K	Sell	7,225 -1,612	-18%	-$100K	﹤0.01%	1535
2024 Q3	$500K	Sell	8,837 -888	-9%	-$48.7K	﹤0.01%	1406
2024 Q2	$477K	Buy	9,725 +332	+4%	+$16K	﹤0.01%	1393
2024 Q1	$472K	Sell	9,393 -2,321	-20%	-$115K	﹤0.01%	1066
2023 Q4	$614K	Buy	11,714 +6,231	+114%	+$279K	0.01%	905
2023 Q3	$229K	Sell	5,483 -5,966	-52%	-$266K	﹤0.01%	1352
2023 Q2	$467K	Buy	11,449 +5,220	+84%	+$214K	0.01%	967
2023 Q1	$273K	Buy	6,229 +1,685	+37%	+$95.6K	﹤0.01%	1201
2022 Q4	$267K	Buy	4,544 +994	+28%	+$61.2K	﹤0.01%	1165
2022 Q3	$209K	Sell	3,550 -3,208	-47%	-$201K	﹤0.01%	1194
2022 Q2	$393K	Sell	6,758 -310	-4%	-$19.4K	0.01%	883
2022 Q1	$488K	Buy	7,068 +3,865	+121%	+$282K	0.01%	800
2021 Q4	$227K	Buy	+3,203	New	+$229K	﹤0.01%	1110

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Avantax Advisory Services's KRE Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.3% in Q2 2025, selling an estimated $17K and leaving 6,723 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Avantax Advisory Services first reported a position in KRE in Q4 2021 and has held it in 15 quarters since. The position peaked at $614K in Q4 2023. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Avantax Advisory Services held 6,723 shares of State Street SPDR S&P Regional Banking ETF worth $399K as of Q2 2025.
Avantax Advisory Services sold 305 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $17K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1724 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 15 quarters since.
Avantax Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $614K in Q4 2023.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.