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

CreativeOne 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	$393K	Buy	5,253 +479	+10%	+$33.5K	0.01%	884
2026 Q1	$311K	Sell	4,774 -373	-7%	-$25.2K	0.01%	969
2025 Q4	$334K	Buy	5,147 +390	+8%	+$24.5K	0.01%	915
2025 Q3	$301K	Sell	4,757 -805	-14%	-$50.8K	0.01%	944
2025 Q2	$330K	Buy	5,562 +455	+9%	+$25.3K	0.01%	887
2025 Q1	$290K	Buy	+5,107	New	+$310K	0.01%	880
2023 Q2	–	Sell	-16,756	Closed	-$735K	–	867
2023 Q1	$735K	Buy	+16,756	New	+$951K	0.04%	379
2021 Q2	–	Sell	-3,081	Closed	-$204K	–	686
2021 Q1	$204K	Buy	+3,081	New	+$192K	0.02%	536

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

CreativeOne Wealth's KRE Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 10% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,253 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #884.

CreativeOne Wealth first reported a position in KRE in Q1 2021 and has held it in 8 quarters since. The position peaked at $735K in Q1 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

CreativeOne Wealth held 5,253 shares of State Street SPDR S&P Regional Banking ETF worth $393K as of Q2 2026.
CreativeOne Wealth bought 479 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #884 holding.
CreativeOne Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 8 quarters since.
CreativeOne Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $735K in Q1 2023.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.