BRWA
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B. Riley Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

B. Riley Wealth Advisors’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
-12,951
Closed -$839K – 1028
2025
Q4 		$839K Buy
12,951
+7,989
+161% +$502K 0.04% 383
2025
Q3 		$314K Buy
+4,962
New +$313K 0.01% 710
2024
Q4 		– Sell
-10,163
Closed -$563K – 1222
2024
Q3 		$563K Buy
+10,163
New +$558K 0.02% 700
2023
Q1 		– Sell
-4,129
Closed -$243K – 1578
2022
Q4 		$243K Sell
4,129
-426
-9% -$26.2K 0.01% 1156
2022
Q3 		$269K Buy
+4,555
New +$285K 0.01% 1070
2022
Q2 		– Sell
-3,533
Closed -$244K – 1314
2022
Q1 		$244K Buy
3,533
+6
+0.2% +$437 0.01% 1113
2021
Q4 		$250K Buy
3,527
+457
+15% +$32.7K 0.01% 1161
2021
Q3 		$208K Sell
3,070
-87,190
-97% -$5.61M 0.01% 1233
2021
Q2 		$5.92M Buy
+90,260
New +$6.17M 0.19% 118
2019
Q2 		– Sell
-4,753
Closed -$244K – 815
2019
Q1 		$244K Sell
4,753
-5,484
-54% -$293K 0.03% 586
2018
Q4 		$480K Sell
10,237
-3,387
-25% -$181K 0.07% 309
2018
Q3 		$810K Sell
13,624
-270
-2% -$16.8K 0.1% 222
2018
Q2 		$848K Buy
13,894
+1,317
+10% +$82.6K 0.11% 200
2018
Q1 		$761K Buy
12,577
+3,886
+45% +$241K 0.11% 212
2017
Q4 		$512K Buy
8,691
+509
+6% +$29.2K 0.07% 305
2017
Q3 		$465K Buy
8,182
+1,514
+23% +$81.3K 0.08% 276
2017
Q2 		$367K Sell
6,668
-4,280
-39% -$230K 0.07% 315
2017
Q1 		$599K Buy
10,948
+4,572
+72% +$256K 0.12% 207
2016
Q4 		$355K Buy
+6,376
New +$312K 0.07% 312
2016
Q1 		– Sell
-7,939
Closed -$333K – 586
2015
Q4 		$333K Buy
7,939
+616
+8% +$26.6K 0.07% 335
2015
Q3 		$302K Buy
+7,323
New +$311K 0.07% 350
2015
Q1 		– Sell
-3,447
Closed -$140 – 1329
2014
Q4 		$140 Buy
+3,447
New +$135K ﹤0.01% 1547
2014
Q3 		– Sell
-3,889
Closed -$157K – 1322
2014
Q2 		$157K Buy
3,889
+202
+5% +$7.95K 0.04% 536
2014
Q1 		$153K Buy
+3,687
New +$147K 0.05% 477

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

B. Riley Wealth Advisors's KRE Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 12,951 shares — an estimated $839K sold.

B. Riley Wealth Advisors first reported a position in KRE in Q1 2014 and held it in 24 quarters. The position peaked at $5.92M in Q2 2021. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,951 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $839K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2014 and held it in 24 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5.92M in Q2 2021.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.