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

Concord Wealth 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	$26.3K	Buy	+352	New	+$24.6K	﹤0.01%	450
2024 Q2	–	Sell	-140	Closed	-$7.04K	–	890
2024 Q1	$7.04K	Buy	+140	New	+$6.91K	﹤0.01%	611
2023 Q4	–	Sell	-140	Closed	-$5.85K	–	931
2023 Q3	$5.85K	Hold	140	–	–	﹤0.01%	691
2023 Q2	$5.72K	Buy	+140	New	+$5.75K	﹤0.01%	682

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

Concord Wealth Partners's KRE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 352 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KRE as recently as Q1 2024.

Concord Wealth Partners first reported a position in KRE in Q2 2023 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Concord Wealth Partners held 352 shares of State Street SPDR S&P Regional Banking ETF worth $26.3K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #450 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 4 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.