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 Q2	$794K	Buy	+10,610	New	+$742K	0.02%	708
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 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

Edgestream Partners's KRE Position: Q2 2026 in Review

Edgestream Partners opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 10,610 shares worth $794K. The stake represents 0.02% of the portfolio and ranks #708 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in KRE as recently as Q4 2025.

Edgestream Partners first reported a position in KRE in Q4 2016 and has held it in 17 quarters since. The position peaked at $2.29M in Q2 2020. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Edgestream Partners held 10,610 shares of State Street SPDR S&P Regional Banking ETF worth $794K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Edgestream Partners position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #708 holding.
Edgestream Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 17 quarters since.
Edgestream Partners's State Street SPDR S&P Regional Banking ETF position peaked at $2.29M in Q2 2020.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.