Perigon Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Perigon Wealth Management’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 Q2	–	Sell	-18,554	Closed	-$1.05M	–	1086
2025 Q1	$1.05M	Buy	+18,554	New	+$1.13M	0.03%	438
2018 Q3	–	Sell	-7,330	Closed	-$447K	–	257
2018 Q2	$447K	Sell	7,330 -230	-3%	-$14.4K	0.13%	137
2018 Q1	$457K	Buy	+7,560	New	+$469K	0.17%	91

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Perigon Wealth Management's KRE Position: Q2 2025 in Review

Perigon Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 18,554 shares — an estimated $1.05M sold.

Perigon Wealth Management first reported a position in KRE in Q1 2018 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Perigon Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Perigon Wealth Management sold 18,554 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $1.05M.
Perigon Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 3 quarters.
Perigon Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.05M in Q1 2025.
482 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.