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

Activest Wealth 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	$27.4K	Buy	366 +2	+0.5%	+$140	0.01%	378
2026 Q1	$23.7K	Buy	364 +2	+0.6%	+$135	﹤0.01%	481
2025 Q4	$23.5K	Buy	362 +2	+0.6%	+$126	﹤0.01%	469
2025 Q3	$22.8K	Buy	360 +2	+0.6%	+$126	﹤0.01%	363
2025 Q2	$21.3K	Buy	358 +2	+0.6%	+$111	0.01%	315
2025 Q1	$20.2K	Buy	356 +322	+947%	+$19.6K	0.01%	293
2024 Q4	$2.05K	Hold	34	–	–	﹤0.01%	431
2024 Q3	$1.92K	Hold	34	–	–	﹤0.01%	432
2024 Q2	$1.67K	Hold	34	–	–	﹤0.01%	411
2024 Q1	$1.71K	Buy	+34	New	+$1.68K	﹤0.01%	309
2023 Q2	–	Sell	-42	Closed	-$1.84K	–	364
2023 Q1	$1.84K	Hold	42	–	–	﹤0.01%	261
2022 Q4	$2.47K	Hold	42	–	–	﹤0.01%	396
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	396
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	330
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	281
2021 Q4	$3K	Buy	+42	New	+$3K	﹤0.01%	286

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

Activest Wealth Management's KRE Position: Q2 2026 in Review

Activest Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.55% in Q2 2026, buying an estimated $140 and bringing the position to 366 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #378.

Activest Wealth Management first reported a position in KRE in Q4 2021 and has held it in 16 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Activest Wealth Management held 366 shares of State Street SPDR S&P Regional Banking ETF worth $27.4K as of Q2 2026.
Activest Wealth Management bought 2 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $140.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #378 holding.
Activest Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 16 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.