Atlantic Edge Private Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Atlantic Edge Private Wealth 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	$1.87K	Hold	25	–	–	﹤0.01%	567
2026 Q1	$1.63K	Hold	25	–	–	﹤0.01%	546
2025 Q4	$1.62K	Buy	+25	New	+$1.57K	﹤0.01%	534

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

Atlantic Edge Private Wealth Management's KRE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 25 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Atlantic Edge Private Wealth Management first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Atlantic Edge Private Wealth Management held 25 shares of State Street SPDR S&P Regional Banking ETF worth $1.87K as of Q2 2026.
Atlantic Edge Private Wealth Management 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 ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #567 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.