Benjamin Edwards Inc’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Benjamin Edwards Inc’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	$228K	Buy	+3,047	New	+$213K	﹤0.01%	1332
2025 Q2	–	Sell	-16,213	Closed	-$922K	–	1190
2025 Q1	$922K	Buy	+16,213	New	+$985K	0.01%	601
2024 Q2	–	Sell	-400	Closed	-$20K	–	755
2024 Q1	$20K	Buy	+400	New	+$19.7K	﹤0.01%	573
2022 Q4	–	Sell	-52	Closed	-$3K	–	752
2022 Q3	$3K	Sell	52 -1,551	-97%	-$97K	﹤0.01%	640
2022 Q2	$93K	Sell	1,603 -124	-7%	-$7.74K	0.03%	345
2022 Q1	$119K	Buy	1,727 +80	+5%	+$5.83K	0.03%	336
2021 Q4	$117K	Sell	1,647 -53	-3%	-$3.79K	0.04%	327
2021 Q3	$115K	Sell	1,700 -31	-2%	-$1.99K	0.07%	219
2021 Q2	$113K	Sell	1,731 -53	-3%	-$3.62K	0.08%	204
2021 Q1	$118K	Sell	1,784 -5	-0.3%	-$312	0.09%	187
2020 Q4	$93K	Sell	1,789 -40	-2%	-$1.83K	0.07%	194
2020 Q3	$65K	Sell	1,829 -28	-2%	-$1.05K	0.05%	198
2020 Q2	$71K	Buy	1,857 +198	+12%	+$7.24K	0.06%	177
2020 Q1	$54K	Buy	+1,659	New	+$81.2K	0.06%	169

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

Benjamin Edwards Inc's KRE Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 3,047 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in KRE as recently as Q1 2025.

Benjamin Edwards Inc first reported a position in KRE in Q1 2020 and has held it in 14 quarters since. The position peaked at $922K in Q1 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Benjamin Edwards Inc held 3,047 shares of State Street SPDR S&P Regional Banking ETF worth $228K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Benjamin Edwards Inc position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1332 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2020 and has held it in 14 quarters since.
Benjamin Edwards Inc's State Street SPDR S&P Regional Banking ETF position peaked at $922K in Q1 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.