EP Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

EP Wealth Advisors’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	$2.37M	Sell	31,606 -9,423	-23%	-$659K	0.01%	538
2026 Q1	$2.67M	Buy	41,029 +31,614	+336%	+$2.14M	0.01%	418
2025 Q4	$610K	Buy	+9,415	New	+$592K	﹤0.01%	785
2025 Q2	$23.4M	Sell	393,659 -35,943	-8%	-$2M	0.15%	113
2025 Q1	$24.4M	Sell	429,602 -12,903	-3%	-$784K	0.2%	94
2024 Q4	$26.7M	Sell	442,505 -7,339	-2%	-$455K	0.22%	85
2024 Q3	$25.5M	Buy	449,844 +427,473	+1,911%	+$23.5M	0.22%	90
2024 Q2	$1.1M	Sell	22,371 -997	-4%	-$48.1K	0.01%	373
2024 Q1	$1.17M	Sell	23,368 -3,267	-12%	-$161K	0.01%	351
2023 Q4	$1.4M	Sell	26,635 -1,228	-4%	-$54.9K	0.02%	315
2023 Q3	$1.16M	Buy	27,863 +26,149	+1,526%	+$1.17M	0.02%	304
2023 Q2	$2.12M	Sell	1,714 -79,503	-98%	-$3.26M	0.03%	228
2023 Q1	$5.04M	Buy	81,217 +29,134	+56%	+$1.65M	0.09%	134
2022 Q4	$3.06M	Buy	+52,083	New	+$3.2M	0.06%	175
2022 Q3	–	Sell	-559,991	Closed	-$32.5M	–	495
2022 Q2	$32.5M	Buy	559,991 +4,558	+0.8%	+$285K	0.73%	39
2022 Q1	$38.3M	Buy	555,433 +35,291	+7%	+$2.57M	0.84%	32
2021 Q4	$36.9M	Buy	520,142 +25,671	+5%	+$1.84M	0.87%	25
2021 Q3	$33.5M	Buy	494,471 +64,579	+15%	+$4.15M	0.92%	26
2021 Q2	$28.2M	Buy	429,892 +55,840	+15%	+$3.82M	0.78%	32
2021 Q1	$24.8M	Buy	+374,052	New	+$23.3M	0.79%	31
2020 Q2	–	Sell	-17,751	Closed	-$649K	–	301
2020 Q1	$579K	Sell	17,751 -1,542	-8%	-$75.5K	0.03%	235
2019 Q4	$1.12M	Sell	19,293 -462	-2%	-$25.6K	0.05%	179
2019 Q3	$1.04M	Sell	19,755 -25	-0.1%	-$1.31K	0.05%	152
2019 Q2	$1.06M	Sell	19,780 -4,196	-18%	-$224K	0.07%	123
2019 Q1	$1.23M	Sell	23,976 -7,644	-24%	-$408K	0.12%	100
2018 Q4	$1.48M	Sell	31,620 -36,934	-54%	-$1.97M	0.11%	100
2018 Q3	$4.07M	Sell	68,554 -1,103	-2%	-$68.8K	0.32%	52
2018 Q2	$4.25M	Sell	69,657 -290	-0.4%	-$18.2K	0.4%	46
2018 Q1	$4.22M	Buy	+69,947	New	+$4.34M	0.41%	48

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

EP Wealth Advisors's KRE Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 23% in Q2 2026, selling an estimated $659K and leaving 31,606 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #538.

EP Wealth Advisors first reported a position in KRE in Q1 2018 and has held it in 29 quarters since. The position peaked at $38.3M in Q1 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

EP Wealth Advisors held 31,606 shares of State Street SPDR S&P Regional Banking ETF worth $2.37M as of Q2 2026.
EP Wealth Advisors sold 9,423 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $659K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #538 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and has held it in 29 quarters since.
EP Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $38.3M in Q1 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.