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

Evolution Wealth Management’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 		$4.49K Hold
60
– – ﹤0.01% 719
2026
Q1 		$3.91K Hold
60
– – ﹤0.01% 658
2025
Q4 		$3.89K Buy
+60
New +$3.77K ﹤0.01% 575

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

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

Evolution Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 60 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Evolution Wealth Management first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Evolution Wealth Management held 60 shares of State Street SPDR S&P Regional Banking ETF worth $4.49K as of Q2 2026.
  • Evolution Wealth Management 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 ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #719 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.