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

Pinnacle Family 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	–	Sell	-4,795	Closed	-$311K	–	144
2025 Q4	$311K	Buy	+4,795	New	+$301K	0.14%	108
2025 Q1	–	Sell	-7,360	Closed	-$444K	–	116
2024 Q4	$444K	Buy	7,360 +55	+0.8%	+$3.41K	0.22%	77
2024 Q3	$413K	Sell	7,305 -1,655	-18%	-$90.8K	0.21%	85
2024 Q2	$440K	Buy	+8,960	New	+$432K	0.24%	63

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

Pinnacle Family Advisors's KRE Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 4,795 shares — an estimated $311K sold.

Pinnacle Family Advisors first reported a position in KRE in Q2 2024 and held it in 4 quarters. The position peaked at $444K in Q4 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 4,795 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $311K.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2024 and held it in 4 quarters.
Pinnacle Family Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $444K in Q4 2024.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

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