Beacon Pointe Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Beacon Pointe 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	$512K	Buy	7,864 +3,388	+76%	+$229K	﹤0.01%	1287
2025 Q4	$290K	Buy	4,476 +35	+0.8%	+$2.2K	﹤0.01%	1277
2025 Q3	$281K	Sell	4,441 -1,150	-21%	-$72.5K	﹤0.01%	1205
2025 Q2	$332K	Sell	5,591 -583	-9%	-$32.5K	﹤0.01%	1011
2025 Q1	$351K	Sell	6,174 -272	-4%	-$16.5K	﹤0.01%	965
2024 Q4	$389K	Buy	6,446 +1,113	+21%	+$69K	﹤0.01%	912
2024 Q3	$302K	Buy	+5,333	New	+$293K	﹤0.01%	1020
2024 Q1	–	Sell	-3,826	Closed	-$201K	–	1382
2023 Q4	$201K	Buy	+3,826	New	+$171K	﹤0.01%	1232
2023 Q1	–	Sell	-3,954	Closed	-$232K	–	1181
2022 Q4	$232K	Buy	+3,954	New	+$243K	﹤0.01%	951

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

Beacon Pointe Advisors's KRE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 76% in Q1 2026, buying an estimated $229K and bringing the position to 7,864 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Beacon Pointe Advisors first reported a position in KRE in Q4 2022 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Beacon Pointe Advisors held 7,864 shares of State Street SPDR S&P Regional Banking ETF worth $512K as of Q1 2026.
Beacon Pointe Advisors bought 3,388 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $229K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1287 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.