Atria Investments’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Atria Investments’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	$453K	Buy	6,055 +1,067	+21%	+$74.7K	﹤0.01%	1580
2026 Q1	$325K	Buy	+4,988	New	+$337K	﹤0.01%	1705
2025 Q2	–	Sell	-11,122	Closed	-$632K	–	2041
2025 Q1	$632K	Sell	11,122 -158	-1%	-$9.6K	0.01%	1229
2024 Q4	$681K	Buy	+11,280	New	+$699K	0.01%	1166
2024 Q1	–	Sell	-19,331	Closed	-$1.01M	–	991
2023 Q4	$1.01M	Buy	+19,331	New	+$864K	0.02%	889
2020 Q1	–	Sell	-4,098	Closed	-$239K	–	901
2019 Q4	$239K	Buy	+4,098	New	+$227K	0.01%	1067
2017 Q2	–	Sell	-8,194	Closed	-$447K	–	779
2017 Q1	$447K	Sell	8,194 -344	-4%	-$19.3K	0.03%	422
2016 Q4	$474K	Buy	+8,538	New	+$418K	0.04%	353

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

Atria Investments's KRE Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 21% in Q2 2026, buying an estimated $74.7K and bringing the position to 6,055 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Atria Investments first reported a position in KRE in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2023. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Atria Investments held 6,055 shares of State Street SPDR S&P Regional Banking ETF worth $453K as of Q2 2026.
Atria Investments bought 1,067 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $74.7K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1580 holding.
Atria Investments first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 8 quarters since.
Atria Investments's State Street SPDR S&P Regional Banking ETF position peaked at $1.01M in Q4 2023.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.