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

Corient Private Wealth’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	$1M	Buy	13,421 +1,765	+15%	+$124K	﹤0.01%	1815
2026 Q1	$759K	Sell	11,656 -1,271	-10%	-$85.9K	﹤0.01%	1802
2025 Q4	$839K	Buy	12,927 +4,334	+50%	+$272K	﹤0.01%	1597
2025 Q3	$544K	Buy	8,593 +188	+2%	+$11.9K	﹤0.01%	1752
2025 Q2	$499K	Sell	8,405 -1,793	-18%	-$99.8K	﹤0.01%	1705
2025 Q1	$580K	Sell	10,198 -1,003	-9%	-$61K	﹤0.01%	1529
2024 Q4	$676K	Sell	11,201 -4,092	-27%	-$254K	﹤0.01%	1476
2024 Q3	$866K	Sell	15,293 -92,043	-86%	-$5.05M	﹤0.01%	1473
2024 Q2	$5.27M	Sell	107,336 -4,991	-4%	-$241K	0.01%	696
2024 Q1	$5.65M	Buy	112,327 +696	+0.6%	+$34.3K	0.01%	682
2023 Q4	$5.85M	Buy	111,631 +2,538	+2%	+$113K	0.01%	659
2023 Q3	$4.56M	Buy	109,093 +1,882	+2%	+$83.9K	0.01%	656
2023 Q2	$4.38M	Buy	107,211 +8,000	+8%	+$328K	0.01%	664
2023 Q1	$4.35M	Buy	+99,211	New	+$5.63M	0.01%	630

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

Corient Private Wealth's KRE Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 13,421 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Corient Private Wealth first reported a position in KRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.85M in Q4 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Corient Private Wealth held 13,421 shares of State Street SPDR S&P Regional Banking ETF worth $1M as of Q2 2026.
Corient Private Wealth bought 1,765 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $124K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1815 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $5.85M in Q4 2023.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.