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

Avondale 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
2026 Q2	$468K	Sell	6,250 -2,300	-27%	-$161K	0.19%	44
2026 Q1	$557K	Hold	8,550	–	–	0.27%	44
2025 Q4	$554K	Sell	8,550 -1,000	-10%	-$62.8K	0.29%	38
2025 Q3	$605K	Hold	9,550	–	–	0.32%	32
2025 Q2	$567K	Sell	9,550 -4,250	-31%	-$237K	0.32%	33
2025 Q1	$785K	Hold	13,800	–	–	0.49%	29
2024 Q4	$833K	Sell	13,800 -4,850	-26%	-$301K	0.53%	26
2024 Q3	$1.06M	Sell	18,650 -11,200	-38%	-$615K	0.69%	21
2024 Q2	$1.47M	Sell	29,850 -1,200	-4%	-$57.9K	1%	17
2024 Q1	$1.56M	Buy	31,050 +2,800	+10%	+$138K	1.09%	16
2023 Q4	$1.48M	Sell	28,250 -15,534	-35%	-$695K	1.19%	13
2023 Q3	$1.83M	Buy	43,784 +11,989	+38%	+$535K	1.6%	14
2023 Q2	$1.3M	Buy	31,795 +13,050	+70%	+$535K	1.09%	15
2023 Q1	$822K	Buy	+18,745	New	+$1.06M	0.71%	18
2018 Q1	–	Sell	-170	Closed	-$10K	–	114
2017 Q4	$10K	Buy	+170	New	+$9.77K	0.01%	95

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avondale Wealth Management's KRE Position: Q2 2026 in Review

Avondale Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 27% in Q2 2026, selling an estimated $161K and leaving 6,250 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #44.

Avondale Wealth Management first reported a position in KRE in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.83M in Q3 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Avondale Wealth Management held 6,250 shares of State Street SPDR S&P Regional Banking ETF worth $468K as of Q2 2026.
Avondale Wealth Management sold 2,300 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $161K.
State Street SPDR S&P Regional Banking ETF made up 0.19% of Avondale Wealth Management's portfolio in Q2 2026, its #44 holding.
Avondale Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and has held it in 15 quarters since.
Avondale Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.83M in Q3 2023.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.