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

Crescent Grove 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	$498K	Hold	6,659	–	–	0.04%	185
2026 Q1	$434K	Hold	6,659	–	–	0.04%	193
2025 Q4	$432K	Hold	6,659	–	–	0.04%	194
2025 Q3	$422K	Hold	6,659	–	–	0.04%	189
2025 Q2	$395K	Hold	6,659	–	–	0.04%	184
2025 Q1	$379K	Hold	6,659	–	–	0.04%	178
2024 Q4	$402K	Sell	6,659 -776	-10%	-$48.1K	0.04%	182
2024 Q3	$421K	Hold	7,435	–	–	0.04%	180
2024 Q2	$365K	Hold	7,435	–	–	0.04%	188
2024 Q1	$374K	Buy	7,435 +376	+5%	+$18.6K	0.04%	208
2023 Q4	$370K	Sell	7,059 -8,191	-54%	-$366K	0.04%	206
2023 Q3	$637K	Sell	15,250 -250	-2%	-$11.1K	0.08%	143
2023 Q2	$633K	Buy	15,500 +2,750	+22%	+$113K	0.07%	147
2023 Q1	$559K	Hold	12,750	–	–	0.06%	158
2022 Q4	$749K	Sell	12,750 -2,396	-16%	-$147K	0.08%	142
2022 Q3	$892K	Sell	15,146 -10,025	-40%	-$627K	0.1%	104
2022 Q2	$1.46M	Hold	25,171	–	–	0.15%	74
2022 Q1	$1.73M	Buy	25,171 +660	+3%	+$48.1K	0.17%	67
2021 Q4	$1.74M	Buy	24,511 +11,761	+92%	+$841K	0.16%	70
2021 Q3	$864K	Hold	12,750	–	–	0.09%	114
2021 Q2	$836K	Sell	12,750 -2,228	-15%	-$152K	0.09%	119
2021 Q1	$994K	Hold	14,978	–	–	0.12%	92
2020 Q4	$778K	Hold	14,978	–	–	0.1%	86
2020 Q3	$534K	Hold	14,978	–	–	0.11%	94
2020 Q2	$575K	Hold	14,978	–	–	0.12%	78
2020 Q1	$488K	Buy	14,978 +44	+0.3%	+$2.15K	0.11%	77
2019 Q4	$870K	Sell	14,934 -47	-0.3%	-$2.61K	0.15%	77
2019 Q3	$791K	Hold	14,981	–	–	0.15%	66
2019 Q2	$800K	Sell	14,981 -2,700	-15%	-$144K	0.15%	66
2019 Q1	$908K	Sell	17,681 -1,122	-6%	-$59.9K	0.19%	58
2018 Q4	$880K	Sell	18,803 -17,825	-49%	-$953K	0.19%	67
2018 Q3	$2.18M	Buy	36,628 +5,684	+18%	+$354K	0.47%	35
2018 Q2	$1.89M	Buy	30,944 +21,676	+234%	+$1.36M	0.47%	39
2018 Q1	$560K	Buy	+9,268	New	+$575K	0.14%	74

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

Crescent Grove Advisors's KRE Position: Q2 2026 in Review

Crescent Grove Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 6,659 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #185.

Crescent Grove Advisors first reported a position in KRE in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.18M in Q3 2018. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Crescent Grove Advisors held 6,659 shares of State Street SPDR S&P Regional Banking ETF worth $498K as of Q2 2026.
Crescent Grove Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #185 holding.
Crescent Grove Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and has held it in 34 quarters since.
Crescent Grove Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.18M in Q3 2018.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.