CI Investments Inc’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CI Investments Inc’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	$357K	Hold	4,772	–	–	﹤0.01%	692
2026 Q1	$311K	Hold	4,772	–	–	﹤0.01%	550
2025 Q4	$309K	Sell	4,772 -22,800	-83%	-$1.43M	﹤0.01%	565
2025 Q3	$1.75M	Sell	27,572 -30,000	-52%	-$1.89M	0.01%	379
2025 Q2	$3.42M	Buy	57,572 +35,768	+164%	+$1.99M	0.01%	321
2025 Q1	$1.24M	Buy	21,804 +15,768	+261%	+$958K	0.01%	397
2024 Q4	$364K	Hold	6,036	–	–	﹤0.01%	580
2024 Q3	$342K	Hold	6,036	–	–	﹤0.01%	548
2024 Q2	$296K	Sell	6,036 -232	-4%	-$11.2K	﹤0.01%	557
2024 Q1	$315K	Hold	6,268	–	–	﹤0.01%	572
2023 Q4	$329K	Hold	6,268	–	–	﹤0.01%	521
2023 Q3	$262K	Sell	6,268 -232	-4%	-$10.3K	﹤0.01%	566
2023 Q2	$265K	Buy	+6,500	New	+$267K	﹤0.01%	588
2014 Q4	–	Sell	-124,400	Closed	-$4.71M	–	186
2014 Q3	$4.71M	Hold	124,400	–	–	0.05%	137
2014 Q2	$5.02M	Sell	124,400 -12,000	-9%	-$472K	0.05%	128
2014 Q1	$5.64M	Hold	136,400	–	–	0.06%	139
2013 Q4	$5.54M	Hold	136,400	–	–	0.06%	130
2013 Q3	$4.86M	Hold	136,400	–	–	0.05%	136
2013 Q2	$4.62M	Buy	+136,400	New	+$4.36M	0.05%	132

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

CI Investments Inc's KRE Position: Q2 2026 in Review

CI Investments Inc held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 4,772 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

CI Investments Inc first reported a position in KRE in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.64M in Q1 2014. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

CI Investments Inc held 4,772 shares of State Street SPDR S&P Regional Banking ETF worth $357K as of Q2 2026.
CI Investments Inc 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 CI Investments Inc's portfolio in Q2 2026, its #692 holding.
CI Investments Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and has held it in 19 quarters since.
CI Investments Inc's State Street SPDR S&P Regional Banking ETF position peaked at $5.64M in Q1 2014.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.