Envestnet Portfolio Solutions
KRE icon

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
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
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