Cary Street Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Cary Street Partners’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	$572K	Buy	7,648 +775	+11%	+$54.2K	0.01%	623
2026 Q1	$448K	Sell	6,873 -1,885	-22%	-$127K	0.01%	622
2025 Q4	$568K	Buy	8,758 +981	+13%	+$61.6K	0.01%	568
2025 Q3	$492K	Buy	7,777 +2,806	+56%	+$177K	0.01%	567
2025 Q2	$295K	Buy	+4,971	New	+$277K	0.01%	667
2025 Q1	–	Sell	-45,060	Closed	-$2.72M	–	887
2024 Q4	$2.72M	Buy	+45,060	New	+$2.79M	0.09%	228

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Cary Street Partners's KRE Position: Q2 2026 in Review

Cary Street Partners increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 11% in Q2 2026, buying an estimated $54.2K and bringing the position to 7,648 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #623.

Cary Street Partners first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2024. 74 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Cary Street Partners held 7,648 shares of State Street SPDR S&P Regional Banking ETF worth $572K as of Q2 2026.
Cary Street Partners bought 775 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $54.2K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #623 holding.
Cary Street Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 6 quarters since.
Cary Street Partners's State Street SPDR S&P Regional Banking ETF position peaked at $2.72M in Q4 2024.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.