CWA Asset Management Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CWA Asset Management Group’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	$2.23M	Sell	29,742 -2,239	-7%	-$157K	0.07%	261
2026 Q1	$2.08M	Sell	31,981 -2,568	-7%	-$174K	0.07%	256
2025 Q4	$2.24M	Buy	34,549 +593	+2%	+$37.3K	0.08%	206
2025 Q3	$2.15M	Buy	33,956 +2,062	+6%	+$130K	0.08%	219
2025 Q2	$1.89M	Buy	31,894 +1,683	+6%	+$93.7K	0.08%	221
2025 Q1	$1.72M	Buy	+30,211	New	+$1.84M	0.08%	213

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

CWA Asset Management Group's KRE Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 7% in Q2 2026, selling an estimated $157K and leaving 29,742 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #261.

CWA Asset Management Group first reported a position in KRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q4 2025. 74 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

CWA Asset Management Group held 29,742 shares of State Street SPDR S&P Regional Banking ETF worth $2.23M as of Q2 2026.
CWA Asset Management Group sold 2,239 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $157K.
State Street SPDR S&P Regional Banking ETF made up 0.07% of CWA Asset Management Group's portfolio in Q2 2026, its #261 holding.
CWA Asset Management Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and has held it in 6 quarters since.
CWA Asset Management Group's State Street SPDR S&P Regional Banking ETF position peaked at $2.24M in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.