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

Pacific Capital 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
2025
Q1 		– Sell
-2,672
Closed -$161K – 238
2024
Q4 		$161K Hold
2,672
– – 0.03% 90
2024
Q3 		$151K Hold
2,672
– – 0.03% 93
2024
Q2 		$131K Buy
+2,672
New +$129K 0.02% 95

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Pacific Capital Wealth Advisors's KRE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 2,672 shares — an estimated $161K sold.

Pacific Capital Wealth Advisors first reported a position in KRE in Q2 2024 and held it in 3 quarters. The position peaked at $161K in Q4 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,672 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $161K.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $161K 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 Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.