Advisory Advocates’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Advisory Advocates’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	$352K	Hold	4,698	–	–	0.3%	122
2026 Q1	$306K	Sell	4,698 -600	-11%	-$40.5K	0.31%	114
2025 Q4	$343K	Buy	+5,298	New	+$333K	0.34%	106

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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisory Advocates's KRE Position: Q2 2026 in Review

Advisory Advocates held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 4,698 shares worth $352K. The position accounts for 0.3% of the portfolio, ranked #122.

Advisory Advocates first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Advisory Advocates held 4,698 shares of State Street SPDR S&P Regional Banking ETF worth $352K as of Q2 2026.
Advisory Advocates 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 0.3% of Advisory Advocates's portfolio in Q2 2026, its #122 holding.
Advisory Advocates first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
513 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.