Benchmark Financial Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Benchmark Financial 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	-3,166	Closed	-$205K	–	139
2025 Q4	$205K	Buy	+3,166	New	+$199K	0.06%	123
2025 Q2	–	Sell	-28,611	Closed	-$1.63M	–	119
2025 Q1	$1.63M	Buy	+28,611	New	+$1.74M	0.61%	27
2018 Q4	–	Sell	-109,353	Closed	-$6.5M	–	31
2018 Q3	$6.5M	Buy	+109,353	New	+$6.82M	8.08%	4

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Benchmark Financial Wealth Advisors's KRE Position: Q1 2026 in Review

Benchmark Financial Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 3,166 shares — an estimated $205K sold.

Benchmark Financial Wealth Advisors first reported a position in KRE in Q3 2018 and held it in 3 quarters. The position peaked at $6.5M in Q3 2018. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Benchmark Financial Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 3,166 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $205K.
Benchmark Financial Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 3 quarters.
Benchmark Financial Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $6.5M in Q3 2018.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

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