Private Advisory Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Private Advisory Group’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	-171,580	Closed	-$9.75M	–	235
2025 Q1	$9.75M	Buy	171,580 +69,826	+69%	+$4.24M	1.09%	23
2024 Q4	$6.14M	Buy	101,754 +58,193	+134%	+$3.61M	0.69%	36
2024 Q3	$2.47M	Buy	43,561 +1,125	+3%	+$61.8K	0.29%	74
2024 Q2	$2.08M	Buy	42,436 +8,009	+23%	+$386K	0.27%	80
2024 Q1	$1.73M	Sell	34,427 -26,705	-44%	-$1.32M	0.25%	84
2023 Q4	$3.21M	Buy	+61,132	New	+$2.73M	0.56%	50
2022 Q3	–	Sell	-31,476	Closed	-$1.83M	–	201
2022 Q2	$1.83M	Buy	31,476 +4,015	+15%	+$251K	0.41%	57
2022 Q1	$1.89M	Buy	27,461 +6,184	+29%	+$451K	0.37%	57
2021 Q4	$1.51M	Buy	21,277 +9,133	+75%	+$653K	0.28%	61
2021 Q3	$823K	Sell	12,144 -4,151	-25%	-$267K	0.2%	75
2021 Q2	$1.07M	Buy	16,295 +7,534	+86%	+$515K	0.27%	58
2021 Q1	$581K	Buy	+8,761	New	+$547K	0.17%	95
2018 Q4	–	Sell	-9,897	Closed	-$560K	–	140
2018 Q3	$560K	Buy	9,897 +204	+2%	+$12.7K	0.29%	83
2018 Q2	$591K	Buy	+9,693	New	+$608K	0.3%	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

Private Advisory Group's KRE Position: Q2 2025 in Review

Private Advisory Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 171,580 shares — an estimated $9.75M sold.

Private Advisory Group first reported a position in KRE in Q2 2018 and held it in 14 quarters. The position peaked at $9.75M in Q1 2025. 482 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

Private Advisory Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
Private Advisory Group sold 171,580 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $9.75M.
Private Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 14 quarters.
Private Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $9.75M 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 Private Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.