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 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 $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

Private Wealth Asset Management's KRE Position: Q1 2026 in Review

Private Wealth Asset Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 435 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Private Wealth Asset Management first reported a position in KRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.5K in Q2 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Private Wealth Asset Management held 435 shares of State Street SPDR S&P Regional Banking ETF worth $28.3K as of Q1 2026.
Private Wealth Asset Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #510 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 5 quarters since.
Private Wealth Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $55.5K in Q2 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.