EP
KRE icon

Edgestream Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-6,574
Closed -$426K – 999
2025
Q4 		$426K Buy
+6,574
New +$413K 0.01% 837
2025
Q1 		– Sell
-4,895
Closed -$295K – 942
2024
Q4 		$295K Buy
+4,895
New +$304K 0.01% 760
2023
Q3 		– Sell
-8,849
Closed -$361K – 894
2023
Q2 		$361K Buy
+8,849
New +$363K 0.03% 598
2023
Q1 		– Sell
-18,282
Closed -$1.07M – 608
2022
Q4 		$1.07M Buy
+18,282
New +$1.12M 0.12% 251
2022
Q2 		– Sell
-22,354
Closed -$1.54M – 573
2022
Q1 		$1.54M Buy
22,354
+6,351
+40% +$463K 0.12% 258
2021
Q4 		$1.13M Buy
16,003
+7,347
+85% +$526K 0.07% 296
2021
Q3 		$586K Buy
8,656
+372
+4% +$23.9K 0.04% 376
2021
Q2 		$543K Buy
8,284
+4,267
+106% +$292K 0.03% 347
2021
Q1 		$266K Buy
+4,017
New +$251K 0.01% 353
2020
Q4 		– Sell
-58,085
Closed -$2.07M – 396
2020
Q3 		$2.07M Sell
58,085
-1,449
-2% -$54.6K 0.13% 185
2020
Q2 		$2.29M Buy
59,534
+5,443
+10% +$199K 0.12% 186
2020
Q1 		$1.76M Buy
+54,091
New +$2.65M 0.16% 153
2019
Q3 		– Sell
-6,659
Closed -$356K – 290
2019
Q2 		$356K Buy
+6,659
New +$356K 0.04% 202
2019
Q1 		– Sell
-42,553
Closed -$1.99M – 259
2018
Q4 		$1.99M Buy
42,553
+19,111
+82% +$1.02M 0.35% 97
2018
Q3 		$1.39M Buy
+23,442
New +$1.46M 0.24% 130
2017
Q1 		– Sell
-4,681
Closed -$260K – 142
2016
Q4 		$260K Buy
+4,681
New +$229K 0.54% 58

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Edgestream Partners's KRE Position: Q1 2026 in Review

Edgestream Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 6,574 shares — an estimated $426K sold.

Edgestream Partners first reported a position in KRE in Q4 2016 and held it in 16 quarters. The position peaked at $2.29M in Q2 2020. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Edgestream Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 6,574 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $426K.
  • Edgestream Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 16 quarters.
  • Edgestream Partners's State Street SPDR S&P Regional Banking ETF position peaked at $2.29M in Q2 2020.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.