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

Perennial 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	$346K	Sell	5,309 -120	-2%	-$8.11K	0.03%	354
2025 Q4	$352K	Sell	5,429 -805	-13%	-$50.6K	0.03%	344
2025 Q3	$395K	Sell	6,234 -75	-1%	-$4.73K	0.03%	302
2025 Q2	$375K	Buy	6,309 +120	+2%	+$6.68K	0.04%	304
2025 Q1	$352K	Sell	6,189 -125	-2%	-$7.6K	0.04%	288
2024 Q4	$381K	Hold	6,314	–	–	0.04%	259
2024 Q3	$357K	Sell	6,314 -200	-3%	-$11K	0.05%	259
2024 Q2	$320K	Hold	6,514	–	–	0.05%	271
2024 Q1	$328K	Sell	6,514 -827	-11%	-$40.8K	0.05%	246
2023 Q4	$385K	Buy	7,341 +287	+4%	+$12.8K	0.06%	201
2023 Q3	$295K	Sell	7,054 -1,472	-17%	-$65.6K	0.05%	242
2023 Q2	$348K	Buy	+8,526	New	+$350K	0.06%	223

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

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

Perennial Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.2% in Q1 2026, selling an estimated $8.11K and leaving 5,309 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #354.

Perennial Investment Advisors first reported a position in KRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $395K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Perennial Investment Advisors held 5,309 shares of State Street SPDR S&P Regional Banking ETF worth $346K as of Q1 2026.
Perennial Investment Advisors sold 120 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $8.11K.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #354 holding.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 12 quarters since.
Perennial Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $395K in Q3 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.