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

Prosperity Capital 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
2025 Q4	–	Sell	-12,871	Closed	-$815K	–	426
2025 Q3	$815K	Sell	12,871 -34,920	-73%	-$2.2M	0.05%	212
2025 Q2	$2.84M	Buy	+47,791	New	+$2.66M	0.19%	94
2025 Q1	–	Sell	-29,882	Closed	-$1.8M	–	361
2024 Q4	$1.8M	Buy	+29,882	New	+$1.85M	0.15%	110

Other funds holding KRE

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Prosperity Capital Advisors's KRE Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 12,871 shares — an estimated $815K sold.

Prosperity Capital Advisors first reported a position in KRE in Q4 2024 and held it in 3 quarters. The position peaked at $2.84M in Q2 2025. 512 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 12,871 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $815K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 3 quarters.
Prosperity Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.84M in Q2 2025.
512 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.