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

Clearstead 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 		$34.8K Sell
465
-921
-66% -$64.5K ﹤0.01% 1610
2026
Q1 		$90.3K Sell
1,386
-194
-12% -$13.1K ﹤0.01% 1157
2025
Q4 		$102K Buy
1,580
+7
+0.4% +$440 ﹤0.01% 1128
2025
Q3 		$99.5K Buy
1,573
+7
+0.4% +$441 ﹤0.01% 1059
2025
Q2 		$93K Buy
1,566
+253
+19% +$14.1K ﹤0.01% 1085
2025
Q1 		$74.7K Buy
1,313
+7
+0.5% +$425 ﹤0.01% 1063
2024
Q4 		$78.8K Sell
1,306
-1,028
-44% -$63.7K ﹤0.01% 1069
2024
Q3 		$132K Sell
2,334
-1,009
-30% -$55.4K ﹤0.01% 964
2024
Q2 		$164K Sell
3,343
-78
-2% -$3.76K ﹤0.01% 875
2024
Q1 		$172K Sell
3,421
-5,050
-60% -$249K 0.01% 492
2023
Q4 		$444K Sell
8,471
-56,837
-87% -$2.54M 0.02% 325
2023
Q3 		$2.73M Buy
65,308
+33,029
+102% +$1.47M 0.08% 175
2023
Q2 		$1.32M Buy
32,279
+1,536
+5% +$63K 0.08% 177
2023
Q1 		$1.35M Buy
30,743
+30,543
+15,272% +$1.73M 0.1% 155
2022
Q4 		$11.7K Buy
+200
New +$12.3K ﹤0.01% 888

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

Clearstead Advisors's KRE Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 66% in Q2 2026, selling an estimated $64.5K and leaving 465 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Clearstead Advisors first reported a position in KRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.73M in Q3 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Clearstead Advisors held 465 shares of State Street SPDR S&P Regional Banking ETF worth $34.8K as of Q2 2026.
  • Clearstead Advisors sold 921 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $64.5K.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1610 holding.
  • Clearstead Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.73M in Q3 2023.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.