Curi RMB Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Curi RMB Capital’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
2020 Q3	–	Sell	-300,000	Closed	-$11.5M	–	634
2020 Q2	$11.5M	Sell	300,000 -384,500	-56%	-$14.1M	0.51%	53
2020 Q1	$22.3M	Sell	684,500 -1,055,500	-61%	-$51.7M	1.06%	26
2019 Q4	$101M	Sell	1,740,000 -20,000	-1%	-$1.11M	2.82%	4
2019 Q3	$92.9M	Sell	1,760,000 -207,700	-11%	-$10.8M	2.44%	3
2019 Q2	$105M	Sell	1,967,700 -1,784,300	-48%	-$95.3M	2.66%	3
2019 Q1	$193M	Buy	3,752,000 +1,493,000	+66%	+$79.7M	4.87%	1
2018 Q4	$106M	Buy	2,259,000 +972,000	+76%	+$52M	2.7%	3
2018 Q3	$76.5M	Buy	1,287,000 +351,000	+38%	+$21.9M	1.84%	2
2018 Q2	$57.1M	Sell	936,000 -232,000	-20%	-$14.5M	1.36%	4
2018 Q1	$70.5M	Buy	1,168,000 +531,500	+84%	+$33M	1.8%	3
2017 Q4	$37.5M	Sell	636,500 -655,500	-51%	-$37.7M	0.97%	6
2017 Q3	$73.3M	Buy	1,292,000 +620,000	+92%	+$33.3M	1.89%	4
2017 Q2	$36.9M	Sell	672,000 -192,000	-22%	-$10.3M	1.06%	7
2017 Q1	$47.2M	Buy	864,000 +540,000	+167%	+$30.2M	1.95%	3
2016 Q4	$18M	Buy	324,000 +166,000	+105%	+$8.13M	0.97%	20
2016 Q3	$6.68M	Sell	158,000 -1,286,000	-89%	-$52.7M	0.36%	89
2016 Q2	$55.4M	Buy	1,444,000 +1,101,500	+322%	+$43.5M	2.9%	3
2016 Q1	$12.9M	Sell	342,500 -185,500	-35%	-$6.82M	0.84%	33
2015 Q4	$22.1M	Buy	+528,000	New	+$22.8M	1.02%	7

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Curi RMB Capital's KRE Position: Q1 2026 in Review

Curi RMB Capital increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.4% in Q1 2026, buying an estimated $286K and bringing the position to 315,368 shares worth $20.5M. The position accounts for 0.37% of the portfolio, ranked #76.

Curi RMB Capital first reported a position in KRE in Q1 2017 and has held it in 33 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Curi RMB Capital held 315,368 shares of State Street SPDR S&P Regional Banking ETF worth $20.5M as of Q1 2026.
Curi RMB Capital bought 4,233 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $286K.
State Street SPDR S&P Regional Banking ETF made up 0.37% of Curi RMB Capital's portfolio in Q1 2026, its #76 holding.
Curi RMB Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 33 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.