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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Evolution Wealth Advisors's KRE Position: Q1 2026 in Review

Evolution Wealth Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 3,300 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #157.

Evolution Wealth Advisors first reported a position in KRE in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2018. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Evolution Wealth Advisors held 3,300 shares of State Street SPDR S&P Regional Banking ETF worth $215K as of Q1 2026.
Evolution Wealth Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Evolution Wealth Advisors's portfolio in Q1 2026, its #157 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 9 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.27M in Q4 2018.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.