AWM
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Avior Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Avior Wealth Management’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
-2,610
Closed -$158K – 1610
2024
Q4 		$158K Hold
2,610
– – 0.01% 773
2024
Q3 		$148K Sell
2,610
-19
-0.7% -$1.04K 0.01% 774
2024
Q2 		$129K Buy
2,629
+269
+11% +$13K 0.01% 789
2024
Q1 		$119K Hold
2,360
– – 0.01% 893
2023
Q4 		$124K Hold
2,360
– – 0.01% 583
2023
Q3 		$98.6K Hold
2,360
– – 0.01% 627
2023
Q2 		$96.4K Sell
2,360
-314
-12% -$12.9K 0.01% 636
2023
Q1 		$117K Buy
2,674
+314
+13% +$17.8K 0.01% 609
2022
Q4 		$139K Buy
2,360
+2,260
+2,260% +$139K 0.01% 504
2022
Q3 		$5K Buy
+100
New +$6.25K ﹤0.01% 936
2022
Q2 		– Sell
-700
Closed -$48K – 1153
2022
Q1 		$48K Buy
+700
New +$51K ﹤0.01% 600

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