Cerro Pacific Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Cerro Pacific Wealth 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	$440K	Buy	5,876 +764	+15%	+$53.5K	0.1%	122
2026 Q1	$333K	Buy	+5,112	New	+$345K	0.09%	125

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

Cerro Pacific Wealth Advisors's KRE Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 15% in Q2 2026, buying an estimated $53.5K and bringing the position to 5,876 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #122.

Cerro Pacific Wealth Advisors 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.

Cerro Pacific Wealth Advisors held 5,876 shares of State Street SPDR S&P Regional Banking ETF worth $440K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 764 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $53.5K.
State Street SPDR S&P Regional Banking ETF made up 0.1% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.