Envestnet Portfolio Solutions’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Envestnet Portfolio Solutions’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	$560K	Buy	7,475 +1,855	+33%	+$130K	﹤0.01%	945
2026 Q1	$366K	Sell	5,620 -12,243	-69%	-$827K	﹤0.01%	1028
2025 Q4	$1.16M	Buy	17,863 +5,301	+42%	+$333K	﹤0.01%	708
2025 Q3	$795K	Buy	+12,562	New	+$792K	﹤0.01%	828
2025 Q1	–	Sell	-7,923	Closed	-$478K	–	1687
2024 Q4	$478K	Sell	7,923 -8,108	-51%	-$503K	﹤0.01%	1267
2024 Q3	$907K	Buy	+16,031	New	+$880K	﹤0.01%	939
2024 Q1	–	Sell	-7,736	Closed	-$406K	–	1634
2023 Q4	$406K	Buy	+7,736	New	+$346K	﹤0.01%	1138

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

Envestnet Portfolio Solutions's KRE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 33% in Q2 2026, buying an estimated $130K and bringing the position to 7,475 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Envestnet Portfolio Solutions first reported a position in KRE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Envestnet Portfolio Solutions held 7,475 shares of State Street SPDR S&P Regional Banking ETF worth $560K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,855 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $130K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #945 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's State Street SPDR S&P Regional Banking ETF position peaked at $1.16M in Q4 2025.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.