AF
KRE icon

Allworth Financial’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Allworth Financial’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 		$94.9K Buy
1,268
+3
+0.2% +$210 ﹤0.01% 1965
2026
Q1 		$82.4K Sell
1,265
-447
-26% -$30.2K ﹤0.01% 1969
2025
Q4 		$111K Buy
1,712
+1
+0.1% +$63 ﹤0.01% 1687
2025
Q3 		$108K Buy
1,711
+3
+0.2% +$189 ﹤0.01% 1641
2025
Q2 		$101K Buy
1,708
+4
+0.2% +$223 ﹤0.01% 1544
2025
Q1 		$92.8K Buy
1,704
+3
+0.2% +$182 ﹤0.01% 1264
2024
Q4 		$107K Buy
1,701
+840
+98% +$52.1K ﹤0.01% 1234
2024
Q3 		$48.7K Hold
861
– – ﹤0.01% 1424
2024
Q2 		$48.2K Buy
861
+1
+0.1% +$48 ﹤0.01% 1404
2024
Q1 		$43.2K Sell
860
-450
-34% -$22.2K ﹤0.01% 1352
2023
Q4 		$68.7K Buy
1,310
+900
+220% +$40.2K ﹤0.01% 1070
2023
Q3 		$17.1K Sell
410
-3,806
-90% -$170K ﹤0.01% 1621
2023
Q2 		$172K Buy
4,216
+4,066
+2,711% +$167K ﹤0.01% 742
2023
Q1 		$6.58K Sell
150
-33
-18% -$1.87K ﹤0.01% 1938
2022
Q4 		$10.7K Buy
183
+33
+22% +$2.03K ﹤0.01% 1664
2022
Q3 		$9K Hold
150
– – ﹤0.01% 1701
2022
Q2 		$9K Sell
150
-63
-30% -$3.93K ﹤0.01% 1607
2022
Q1 		$15K Sell
213
-181
-46% -$13.2K ﹤0.01% 1360
2021
Q4 		$28K Hold
394
– – ﹤0.01% 1000
2021
Q3 		$27K Buy
394
+228
+137% +$14.7K ﹤0.01% 932
2021
Q2 		$11K Buy
166
+16
+11% +$1.09K ﹤0.01% 1021
2021
Q1 		$10K Hold
150
– – ﹤0.01% 984
2020
Q4 		$8K Hold
150
– – ﹤0.01% 884
2020
Q3 		$5K Sell
150
-100
-40% -$3.77K ﹤0.01% 847
2020
Q2 		$10K Buy
+250
New +$9.14K ﹤0.01% 728

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's KRE Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.24% in Q2 2026, buying an estimated $210 and bringing the position to 1,268 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Allworth Financial first reported a position in KRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $172K in Q2 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Allworth Financial held 1,268 shares of State Street SPDR S&P Regional Banking ETF worth $94.9K as of Q2 2026.
  • Allworth Financial bought 3 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $210.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1965 holding.
  • Allworth Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and has held it in 25 quarters since.
  • Allworth Financial's State Street SPDR S&P Regional Banking ETF position peaked at $172K in Q2 2023.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.