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

Chicago Partners Investment Group’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	$243K	Hold	3,228	–	–	﹤0.01%	1346
2026 Q1	$224K	Hold	3,228	–	–	0.01%	1280
2025 Q4	$218K	Buy	+3,228	New	+$203K	0.01%	1198
2025 Q3	–	Sell	-3,228	Closed	-$205K	–	1234
2025 Q2	$205K	Buy	+3,228	New	+$180K	0.01%	1043
2025 Q1	–	Sell	-3,406	Closed	-$205K	–	969
2024 Q4	$205K	Buy	+3,406	New	+$211K	0.01%	815
2018 Q4	–	Sell	-784	Closed	-$42K	–	644
2018 Q3	$42K	Buy	784 +4	+0.5%	+$249	0.01%	555
2018 Q2	$48K	Buy	+780	New	+$48.9K	0.01%	488

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

Chicago Partners Investment Group's KRE Position: Q2 2026 in Review

Chicago Partners Investment Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 3,228 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Chicago Partners Investment Group first reported a position in KRE in Q2 2018 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Chicago Partners Investment Group held 3,228 shares of State Street SPDR S&P Regional Banking ETF worth $243K as of Q2 2026.
Chicago Partners Investment Group left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1346 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.