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

Cassaday & Co 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 		$95.3K Sell
1,273
-11
-0.9% -$770 ﹤0.01% 493
2026
Q1 		$83.7K Buy
+1,284
New +$86.8K ﹤0.01% 502

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cassaday & Co Wealth Management's KRE Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.86% in Q2 2026, selling an estimated $770 and leaving 1,273 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Cassaday & Co Wealth Management first reported a position in KRE in Q1 2026 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,273 shares of State Street SPDR S&P Regional Banking ETF worth $95.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 11 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $770.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.