Annis Gardner Whiting Capital Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-2,220	Closed	-$145K	–	840
2026 Q1	$145K	Sell	2,220 -21	-0.9%	-$1.42K	0.02%	368
2025 Q4	$145K	Sell	2,241 -278	-11%	-$17.5K	0.03%	338
2025 Q3	$159K	Hold	2,519	–	–	0.03%	298
2025 Q2	$150K	Sell	2,519 -707	-22%	-$39.4K	0.05%	247
2025 Q1	$183K	Buy	3,226 +227	+8%	+$13.8K	0.08%	196
2024 Q4	$181K	Hold	2,999	–	–	0.05%	212
2024 Q3	$170K	Sell	2,999 -255	-8%	-$14K	0.05%	227
2024 Q2	$160K	Hold	3,254	–	–	0.05%	236
2024 Q1	$164K	Buy	3,254 +497	+18%	+$24.5K	0.06%	213
2023 Q4	$145K	Buy	2,757 +36	+1%	+$1.61K	0.06%	185
2023 Q3	$114K	Buy	+2,721	New	+$121K	0.06%	190

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

Annis Gardner Whiting Capital Advisors's KRE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 2,220 shares — an estimated $145K sold.

Annis Gardner Whiting Capital Advisors first reported a position in KRE in Q3 2023 and held it in 11 quarters. The position peaked at $183K in Q1 2025. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 2,220 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $145K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $183K in Q1 2025.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.