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

Whitener Capital 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	$224K	Buy	+2,990	New	+$209K	0.05%	171
2025 Q1	–	Sell	-4,215	Closed	-$254K	–	156
2024 Q4	$254K	Sell	4,215 -2,150	-34%	-$133K	0.07%	137
2024 Q3	$360K	Sell	6,365 -30	-0.5%	-$1.65K	0.1%	124
2024 Q2	$314K	Sell	6,395 -790	-11%	-$38.1K	0.1%	125
2024 Q1	$361K	Buy	+7,185	New	+$355K	0.12%	112

Other funds holding KRE

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return