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

Evolution 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	$247K	Hold	3,300	–	–	0.03%	156
2026 Q1	$215K	Hold	3,300	–	–	0.02%	157
2025 Q4	$214K	Hold	3,300	–	–	0.02%	157
2025 Q3	$209K	Buy	+3,300	New	+$208K	0.03%	157
2025 Q1	–	Sell	-6,000	Closed	-$362K	–	154
2024 Q4	$362K	Hold	6,000	–	–	0.06%	103
2024 Q3	$340K	Hold	6,000	–	–	0.06%	102
2024 Q2	$290K	Hold	6,000	–	–	0.06%	107
2024 Q1	$302K	Hold	6,000	–	–	0.06%	102
2023 Q4	$315K	Buy	+6,000	New	+$268K	0.06%	96
2019 Q1	–	Sell	-27,245	Closed	-$1.27M	–	129
2018 Q4	$1.27M	Buy	+27,245	New	+$1.46M	0.58%	38

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

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

Evolution Wealth Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 3,300 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #156.

Evolution Wealth Advisors first reported a position in KRE in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2018. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Evolution Wealth Advisors held 3,300 shares of State Street SPDR S&P Regional Banking ETF worth $247K as of Q2 2026.
Evolution Wealth Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 10 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.27M in Q4 2018.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.