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

Heck Capital 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
2025 Q1	–	Sell	-533	Closed	-$32.2K	–	247
2024 Q4	$32.2K	Buy	+533	New	+$33.1K	﹤0.01%	174
2022 Q2	–	Sell	-53	Closed	-$3.65K	–	154
2022 Q1	$3.65K	Sell	53 -38,764	-100%	-$2.82M	﹤0.01%	128
2021 Q4	$2.75M	Buy	38,817 +3,393	+10%	+$243K	0.5%	42
2021 Q3	$2.4M	Buy	35,424 +506	+1%	+$32.5K	0.48%	44
2021 Q2	$2.29M	Buy	34,918 +2,525	+8%	+$173K	0.45%	42
2021 Q1	$2.15M	Buy	+32,393	New	+$2.02M	0.47%	41

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Heck Capital Advisors's KRE Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 533 shares — an estimated $32.2K sold.

Heck Capital Advisors first reported a position in KRE in Q1 2021 and held it in 6 quarters. The position peaked at $2.75M in Q4 2021. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

Heck Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 533 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $32.2K.
Heck Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 6 quarters.
Heck Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.75M in Q4 2021.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.