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Diversify Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Diversify Advisory Services’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
-4,318
Closed -$252K – 662
2024
Q4 		$252K Buy
4,318
+900
+26% +$55.8K 0.01% 529
2024
Q3 		$200K Buy
+3,418
New +$188K 0.01% 609

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

Diversify Advisory Services's KRE Position: Q1 2025 in Review

Diversify Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 4,318 shares — an estimated $252K sold.

Diversify Advisory Services first reported a position in KRE in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Diversify Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 4,318 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $252K.
  • Diversify Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and held it in 2 quarters.
  • Diversify Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $252K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.