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

Private Wealth Asset 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
2026 Q2	$32.6K	Hold	435	–	–	﹤0.01%	493
2026 Q1	$28.3K	Hold	435	–	–	﹤0.01%	510
2025 Q4	$28.2K	Hold	435	–	–	﹤0.01%	492
2025 Q3	$27.5K	Sell	435 -500	-53%	-$31.5K	﹤0.01%	478
2025 Q2	$55.5K	Buy	935 +500	+115%	+$27.8K	0.01%	379
2025 Q1	$24.7K	Buy	+435	New	+$26.4K	﹤0.01%	484

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Wealth Asset Management's KRE Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 435 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Private Wealth Asset Management first reported a position in KRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.5K in Q2 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Private Wealth Asset Management held 435 shares of State Street SPDR S&P Regional Banking ETF worth $32.6K as of Q2 2026.
Private Wealth Asset Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #493 holding.
Private Wealth Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $55.5K in Q2 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.