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

Blue Trust 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	$88.8K	Buy	1,187 +1,026	+637%	+$71.8K	﹤0.01%	1097
2026 Q1	$10.5K	Hold	161	–	–	﹤0.01%	1825
2025 Q4	$10.4K	Sell	161 -35	-18%	-$2.2K	﹤0.01%	1841
2025 Q3	$12.4K	Buy	196 +35	+22%	+$2.21K	﹤0.01%	1811
2025 Q2	$9.56K	Buy	161 +89	+124%	+$4.96K	﹤0.01%	1884
2025 Q1	$4.09K	Hold	72	–	–	﹤0.01%	2134
2024 Q4	$4.34K	Hold	72	–	–	﹤0.01%	2111
2024 Q3	$3.54K	Buy	+72	New	+$3.95K	﹤0.01%	2470
2023 Q2	–	Sell	-100	Closed	-$6K	–	2297
2023 Q1	$6K	Hold	100	–	–	﹤0.01%	1738
2022 Q4	$6K	Buy	+100	New	+$6.15K	﹤0.01%	1675
2022 Q3	–	Sell	-1,342	Closed	-$92K	–	2213
2022 Q2	$92K	Buy	+1,342	New	+$83.8K	﹤0.01%	518

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

Blue Trust Inc's KRE Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 637% in Q2 2026, buying an estimated $71.8K and bringing the position to 1,187 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Blue Trust Inc first reported a position in KRE in Q2 2022 and has held it in 11 quarters since. The position peaked at $92K in Q2 2022. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Blue Trust Inc held 1,187 shares of State Street SPDR S&P Regional Banking ETF worth $88.8K as of Q2 2026.
Blue Trust Inc bought 1,026 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $71.8K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1097 holding.
Blue Trust Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and has held it in 11 quarters since.
Blue Trust Inc's State Street SPDR S&P Regional Banking ETF position peaked at $92K in Q2 2022.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.