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

Cerity 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	$7.54M	Buy	100,699 +5,399	+6%	+$378K	0.01%	898
2026 Q1	$6.21M	Buy	95,300 +17,723	+23%	+$1.2M	0.01%	909
2025 Q4	$5.03M	Buy	77,577 +1,108	+1%	+$69.6K	0.01%	920
2025 Q3	$4.84M	Buy	76,469 +2,157	+3%	+$136K	0.01%	866
2025 Q2	$4.41M	Buy	74,312 +505	+0.7%	+$28.1K	0.01%	865
2025 Q1	$4.2M	Sell	73,807 -10,941	-13%	-$665K	0.01%	796
2024 Q4	$5.11M	Buy	84,748 +2,293	+3%	+$142K	0.01%	703
2024 Q3	$4.67M	Buy	82,455 +942	+1%	+$51.7K	0.01%	726
2024 Q2	$4M	Buy	81,513 +10,884	+15%	+$525K	0.01%	676
2024 Q1	$3.55M	Buy	70,629 +831	+1%	+$41K	0.01%	761
2023 Q4	$3.66M	Buy	69,798 +17,165	+33%	+$768K	0.01%	605
2023 Q3	$2.2M	Sell	52,633 -152,436	-74%	-$6.8M	0.01%	565
2023 Q2	$8.37M	Buy	205,069 +108,911	+113%	+$4.47M	0.03%	377
2023 Q1	$4.22M	Buy	96,158 +91,901	+2,159%	+$5.21M	0.01%	529
2022 Q4	$250K	Buy	+4,257	New	+$262K	﹤0.01%	1226
2021 Q2	–	Sell	-3,093	Closed	-$205K	–	724
2021 Q1	$205K	Buy	+3,093	New	+$193K	﹤0.01%	657
2020 Q1	–	Sell	-3,938	Closed	-$229K	–	491
2019 Q4	$229K	Buy	3,938 +137	+4%	+$7.59K	0.01%	480
2019 Q3	$201K	Sell	3,801 -4,044	-52%	-$211K	0.01%	454
2019 Q2	$419K	Hold	7,845	–	–	0.03%	340
2019 Q1	$403K	Hold	7,845	–	–	0.03%	363
2018 Q4	$367K	Hold	7,845	–	–	0.02%	368
2018 Q3	$466K	Hold	7,845	–	–	0.03%	342
2018 Q2	$479K	Sell	7,845 -3,756	-32%	-$235K	0.04%	335
2018 Q1	$701K	Sell	11,601 -780	-6%	-$48.4K	0.05%	281
2017 Q4	$729K	Sell	12,381 -779	-6%	-$44.8K	0.05%	275
2017 Q3	$747K	Sell	13,160 -1,434	-10%	-$77K	0.05%	269
2017 Q2	$802K	Sell	14,594 -473	-3%	-$25.4K	0.07%	194
2017 Q1	$823K	Buy	+15,067	New	+$843K	0.07%	203

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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners's KRE Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 5.7% in Q2 2026, buying an estimated $378K and bringing the position to 100,699 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #898.

Cerity Partners first reported a position in KRE in Q1 2017 and has held it in 28 quarters since. The position peaked at $8.37M in Q2 2023. 513 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Cerity Partners held 100,699 shares of State Street SPDR S&P Regional Banking ETF worth $7.54M as of Q2 2026.
Cerity Partners bought 5,399 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $378K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #898 holding.
Cerity Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 28 quarters since.
Cerity Partners's State Street SPDR S&P Regional Banking ETF position peaked at $8.37M in Q2 2023.
513 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.