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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's KRE Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.94% in Q1 2026, selling an estimated $1.42K and leaving 2,220 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #368.

Annis Gardner Whiting Capital Advisors first reported a position in KRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $183K in Q1 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 2,220 shares of State Street SPDR S&P Regional Banking ETF worth $145K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 21 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $1.42K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #368 holding.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $183K in Q1 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.