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

Aventura Private Wealth’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
-397
Closed -$25.7K – 930
2025
Q4 		$25.7K Hold
397
– – 0.01% 378
2025
Q3 		$25.1K Sell
397
-101
-20% -$6.37K 0.01% 374
2025
Q2 		$29.6K Buy
+498
New +$27.7K 0.01% 326

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Aventura Private Wealth's KRE Position: Q1 2026 in Review

Aventura Private Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 397 shares — an estimated $25.7K sold.

Aventura Private Wealth first reported a position in KRE in Q2 2025 and held it in 3 quarters. The position peaked at $29.6K in Q2 2025. 507 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Aventura Private Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 397 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $25.7K.
  • Aventura Private Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2025 and held it in 3 quarters.
  • Aventura Private Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $29.6K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.