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

Axxcess 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	$369K	Buy	+4,927	New	+$345K	0.01%	807
2026 Q1	–	Sell	-6,587	Closed	-$427K	–	728
2025 Q4	$427K	Buy	+6,587	New	+$414K	0.01%	743

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

Axxcess Wealth Management's KRE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 4,927 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in KRE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in KRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $427K in Q4 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Axxcess Wealth Management held 4,927 shares of State Street SPDR S&P Regional Banking ETF worth $369K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #807 holding.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 2 quarters since.
Axxcess Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $427K in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.