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

BigSur Wealth 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	–	Sell	-5,000	Closed	-$326K	–	173
2026 Q1	$326K	Buy	+5,000	New	+$338K	0.09%	138
2023 Q1	–	Sell	-11,380	Closed	-$668K	–	131
2022 Q4	$668K	Hold	11,380	–	–	0.32%	71
2022 Q3	$670K	Hold	11,380	–	–	0.34%	68
2022 Q2	$661K	Hold	11,380	–	–	0.31%	74
2022 Q1	$784K	Buy	+11,380	New	+$829K	0.31%	73
2020 Q3	–	Sell	-1,100	Closed	-$42K	–	109
2020 Q2	$42K	Sell	1,100 -500	-31%	-$18.3K	0.03%	101
2020 Q1	$52K	Sell	1,600 -3,000	-65%	-$147K	0.04%	102
2019 Q4	$268K	Hold	4,600	–	–	0.15%	93
2019 Q3	$243K	Buy	+4,600	New	+$240K	0.16%	89

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

BigSur Wealth Management's KRE Position: Q2 2026 in Review

BigSur Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 5,000 shares — an estimated $326K sold.

BigSur Wealth Management first reported a position in KRE in Q3 2019 and held it in 9 quarters. The position peaked at $784K in Q1 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

BigSur Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
BigSur Wealth Management sold 5,000 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $326K.
BigSur Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2019 and held it in 9 quarters.
BigSur Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $784K in Q1 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.