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

Belpointe Asset 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	$212K	Sell	2,826 -7,857	-74%	-$550K	0.01%	1052
2026 Q1	$696K	Buy	+10,683	New	+$722K	0.03%	583
2023 Q3	–	Sell	-4,916	Closed	-$201K	–	693
2023 Q2	$201K	Sell	4,916 -15,245	-76%	-$626K	0.02%	573
2023 Q1	$745K	Buy	20,161 +4,252	+27%	+$241K	0.04%	414
2022 Q4	$934K	Buy	15,909 +1,154	+8%	+$71K	0.06%	339
2022 Q3	$869K	Buy	14,755 +216	+1%	+$13.5K	0.06%	335
2022 Q2	$845K	Sell	14,539 -13,363	-48%	-$834K	0.06%	335
2022 Q1	$1.92M	Sell	27,902 -1,019	-4%	-$74.2K	0.12%	180
2021 Q4	$2.05M	Buy	28,921 +17,736	+159%	+$1.27M	0.13%	158
2021 Q3	$758K	Sell	11,185 -1,752	-14%	-$113K	0.05%	386
2021 Q2	$848K	Sell	12,937 -787	-6%	-$53.8K	0.06%	331
2021 Q1	$910K	Buy	13,724 +6,890	+101%	+$430K	0.08%	271
2020 Q4	$355K	Buy	6,834 +1,444	+27%	+$66K	0.03%	502
2020 Q3	$192K	Sell	5,390 -2,331	-30%	-$87.9K	0.02%	566
2020 Q2	$297K	Buy	7,721 +2,341	+44%	+$85.6K	0.04%	407
2020 Q1	$175K	Buy	5,380 +717	+15%	+$35.1K	0.03%	452
2019 Q4	$271K	Sell	4,663 -2,078	-31%	-$115K	0.03%	461
2019 Q3	$356K	Buy	6,741 +3,492	+107%	+$182K	0.06%	362
2019 Q2	$174K	Buy	+3,249	New	+$174K	0.03%	449
2019 Q1	–	Sell	-2,818	Closed	-$132K	–	513
2018 Q4	$132K	Sell	2,818 -1,440	-34%	-$77K	0.03%	424
2018 Q3	$253K	Buy	+4,258	New	+$265K	0.04%	398
2018 Q1	–	Sell	-3,476	Closed	-$205K	–	422
2017 Q4	$205K	Sell	3,476 -264	-7%	-$15.2K	0.04%	417
2017 Q3	$212K	Buy	+3,740	New	+$201K	0.05%	386

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

Belpointe Asset Management's KRE Position: Q2 2026 in Review

Belpointe Asset Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 74% in Q2 2026, selling an estimated $550K and leaving 2,826 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1052.

Belpointe Asset Management first reported a position in KRE in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.05M in Q4 2021. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Belpointe Asset Management held 2,826 shares of State Street SPDR S&P Regional Banking ETF worth $212K as of Q2 2026.
Belpointe Asset Management sold 7,857 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $550K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1052 holding.
Belpointe Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2017 and has held it in 23 quarters since.
Belpointe Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $2.05M in Q4 2021.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.