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Beacon Investment Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Beacon Investment Advisory Services’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
-1,200
Closed -$78.2K – 831
2026
Q1 		$78.2K Buy
+1,200
New +$81.1K ﹤0.01% 361

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Beacon Investment Advisory Services's KRE Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 1,200 shares — an estimated $78.2K sold.

Beacon Investment Advisory Services first reported a position in KRE in Q1 2026 and held it in 1 quarter. The position peaked at $78.2K in Q1 2026. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,200 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $78.2K.
  • Beacon Investment Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $78.2K in Q1 2026.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.