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

Capstone 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	$192M	Buy	2,562,100 +2,502,700	+4,213%	+$175M	0.35%	46
2026 Q1	$3.87M	Buy	+59,400	New	+$4.01M	0.01%	474
2025 Q1	–	Sell	-294,200	Closed	-$17.8M	–	1647
2024 Q4	$17.8M	Buy	+294,200	New	+$18.2M	0.04%	234

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

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

Capstone Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 74% in Q2 2026, selling an estimated $19.8M and leaving 97,629 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #422.

Capstone Investment Advisors first reported a position in KRE in Q4 2018 and has held it in 22 quarters since. The position peaked at $30.6M in Q1 2025. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Capstone Investment Advisors held 97,629 shares of State Street SPDR S&P Regional Banking ETF worth $7.31M as of Q2 2026.
Capstone Investment Advisors sold 283,414 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $19.8M.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #422 holding.
Capstone Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 22 quarters since.
Capstone Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $30.6M in Q1 2025.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.