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

Benchmark Investment 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	$222K	Buy	+2,964	New	+$207K	0.1%	70
2025 Q3	$299K	Buy	+4,721	New	+$298K	0.17%	69
2025 Q1	$908K	Sell	15,971 -172	-1%	-$10.5K	0.59%	46
2024 Q4	$974K	Buy	16,143 +255	+2%	+$15.8K	0.63%	42
2024 Q3	$899K	Buy	15,888 +878	+6%	+$48.2K	0.64%	41
2024 Q2	$737K	Sell	15,010 -16,904	-53%	-$816K	0.53%	46
2024 Q1	$1.6M	Buy	+31,914	New	+$1.57M	1.27%	21

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

Benchmark Investment Advisors's KRE Position: Q2 2026 in Review

Benchmark Investment Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,964 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in KRE as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in KRE in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2024. 546 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Benchmark Investment Advisors held 2,964 shares of State Street SPDR S&P Regional Banking ETF worth $222K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Benchmark Investment Advisors position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.1% of Benchmark Investment Advisors's portfolio in Q2 2026, its #70 holding.
Benchmark Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 7 quarters since.
Benchmark Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.6M in Q1 2024.
546 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.