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

Anchor Investment 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	$15K	Buy	+200	New	+$14K	﹤0.01%	821
2023 Q3	–	Sell	-1,680	Closed	-$68.6K	–	991
2023 Q2	$68.6K	Hold	1,680	–	–	0.01%	463
2023 Q1	$73.7K	Buy	1,680 +1,280	+320%	+$72.6K	0.01%	476
2022 Q4	$23.5K	Hold	400	–	–	﹤0.01%	620
2022 Q3	$23.6K	Hold	400	–	–	﹤0.01%	606
2022 Q2	$23.2K	Hold	400	–	–	﹤0.01%	628
2022 Q1	$27.6K	Hold	400	–	–	﹤0.01%	619
2021 Q4	$28.3K	Hold	400	–	–	﹤0.01%	641
2021 Q3	$27.1K	Hold	400	–	–	﹤0.01%	596
2021 Q2	$26.2K	Hold	400	–	–	﹤0.01%	623
2021 Q1	$26.5K	Hold	400	–	–	﹤0.01%	592
2020 Q4	$20.8K	Hold	400	–	–	﹤0.01%	594
2020 Q3	$14.3K	Hold	400	–	–	﹤0.01%	604
2020 Q2	$15.4K	Sell	400 -190	-32%	-$6.95K	﹤0.01%	583
2020 Q1	$19.2K	Sell	590 -52	-8%	-$2.54K	0.01%	542
2019 Q4	$37.4K	Hold	642	–	–	0.01%	502
2019 Q3	$33.9K	Hold	642	–	–	0.01%	503
2019 Q2	$34.3K	Sell	642 -50	-7%	-$2.67K	0.01%	504
2019 Q1	$35.5K	Buy	692 +12	+2%	+$640	0.01%	493
2018 Q4	$31.8K	Buy	+680	New	+$36.4K	0.01%	496

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

Anchor Investment Management's KRE Position: Q2 2026 in Review

Anchor Investment Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 200 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in KRE as recently as Q2 2023.

Anchor Investment Management first reported a position in KRE in Q4 2018 and has held it in 20 quarters since. The position peaked at $73.7K in Q1 2023. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Anchor Investment Management held 200 shares of State Street SPDR S&P Regional Banking ETF worth $15K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Anchor Investment Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #821 holding.
Anchor Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 20 quarters since.
Anchor Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $73.7K in Q1 2023.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.