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 Q2	$781K	Buy	10,430 +2,566	+33%	+$180K	﹤0.01%	1147
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 $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

Beacon Pointe Advisors's KRE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 33% in Q2 2026, buying an estimated $180K and bringing the position to 10,430 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Beacon Pointe Advisors first reported a position in KRE in Q4 2022 and has held it in 10 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Beacon Pointe Advisors held 10,430 shares of State Street SPDR S&P Regional Banking ETF worth $781K as of Q2 2026.
Beacon Pointe Advisors bought 2,566 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $180K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1147 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 10 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.