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Concurrent Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Concurrent Investment 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 		$610K Sell
9,356
-247
-3% -$16.7K 0.01% 1115
2025
Q4 		$622K Buy
9,603
+4,829
+101% +$303K 0.01% 1051
2025
Q3 		$302K Buy
4,774
+1,067
+29% +$67.3K 0.01% 1150
2025
Q2 		$220K Sell
3,707
-621
-14% -$34.6K ﹤0.01% 1224
2025
Q1 		$246K Sell
4,328
-538
-11% -$32.7K 0.01% 1020
2024
Q4 		$294K Buy
+4,866
New +$302K 0.01% 835

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

Concurrent Investment Advisors's KRE Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.6% in Q1 2026, selling an estimated $16.7K and leaving 9,356 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #1115.

Concurrent Investment Advisors first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Concurrent Investment Advisors held 9,356 shares of State Street SPDR S&P Regional Banking ETF worth $610K as of Q1 2026.
  • Concurrent Investment Advisors sold 247 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $16.7K.
  • State Street SPDR S&P Regional Banking ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1115 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $622K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.