EFS
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Essex Financial Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Essex Financial Services’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 		$210K Buy
+2,806
New +$196K 0.01% 788
2024
Q1 		– Sell
-3,934
Closed -$206K – 548
2023
Q4 		$206K Buy
+3,934
New +$176K 0.02% 476
2023
Q2 		– Sell
-5,622
Closed -$247K – 492
2023
Q1 		$247K Sell
5,622
-1,247
-18% -$70.7K 0.03% 421
2022
Q4 		$403K Sell
6,869
-2,519
-27% -$155K 0.04% 319
2022
Q3 		$553K Buy
9,388
+2,261
+32% +$141K 0.07% 237
2022
Q2 		$414K Sell
7,127
-550
-7% -$34.3K 0.05% 304
2022
Q1 		$529K Sell
7,677
-536
-7% -$39K 0.05% 281
2021
Q4 		$582K Buy
8,213
+793
+11% +$56.7K 0.06% 260
2021
Q3 		$503K Buy
7,420
+1,859
+33% +$120K 0.06% 267
2021
Q2 		$369K Hold
5,561
– – 0.05% 281
2021
Q1 		$369K Buy
+5,561
New +$347K 0.07% 228
2018
Q2 		– Sell
-9,480
Closed -$572K – 321
2018
Q1 		$572K Buy
+9,480
New +$589K 0.11% 180
2017
Q3 		– Sell
-7,075
Closed -$389K – 318
2017
Q2 		$389K Buy
7,075
+500
+8% +$26.9K 0.08% 231
2017
Q1 		$359K Buy
6,575
+600
+10% +$33.6K 0.08% 227
2016
Q4 		$332K Buy
5,975
+1,250
+26% +$61.2K 0.07% 237
2016
Q3 		$200K Buy
+4,725
New +$194K 0.05% 290
2016
Q2 		– Sell
-6,925
Closed -$261K – 315
2016
Q1 		$261K Sell
6,925
-750
-10% -$27.6K 0.06% 252
2015
Q4 		$322K Buy
7,675
+300
+4% +$13K 0.08% 224
2015
Q3 		$304K Buy
+7,375
New +$313K 0.08% 226

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Essex Financial Services's KRE Position: Q2 2026 in Review

Essex Financial Services opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,806 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in KRE as recently as Q4 2023.

Essex Financial Services first reported a position in KRE in Q3 2015 and has held it in 19 quarters since. The position peaked at $582K in Q4 2021. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Essex Financial Services held 2,806 shares of State Street SPDR S&P Regional Banking ETF worth $210K as of Q2 2026.
  • State Street SPDR S&P Regional Banking ETF was a new Essex Financial Services position in Q2 2026.
  • State Street SPDR S&P Regional Banking ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #788 holding.
  • Essex Financial Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2015 and has held it in 19 quarters since.
  • Essex Financial Services's State Street SPDR S&P Regional Banking ETF position peaked at $582K in Q4 2021.
  • 547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.