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

Concurrent Investment 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	$654K	Sell	8,737 -619	-7%	-$43.3K	0.01%	1249
2026 Q1	$610K	Sell	9,356 -247	-3%	-$16.7K	0.01%	1115
2025 Q4	$622K	Buy	9,603 +4,829	+101%	+$303K	0.01%	1051
2025 Q3	$302K	Buy	4,774 +1,067	+29%	+$67.3K	0.01%	1150
2025 Q2	$220K	Sell	3,707 -621	-14%	-$34.6K	﹤0.01%	1224
2025 Q1	$246K	Sell	4,328 -538	-11%	-$32.7K	0.01%	1020
2024 Q4	$294K	Buy	+4,866	New	+$302K	0.01%	835

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

Concurrent Investment Advisors's KRE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.6% in Q2 2026, selling an estimated $43.3K and leaving 8,737 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #1249.

Concurrent Investment Advisors first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Concurrent Investment Advisors held 8,737 shares of State Street SPDR S&P Regional Banking ETF worth $654K as of Q2 2026.
Concurrent Investment Advisors sold 619 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $43.3K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1249 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.