WAUI
KRE icon

WELLINGTON-ALTUS USA INC.’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$165K Hold
2,531
– – 0.12% 142
2026
Q1 		$189K Hold
2,531
– – 0.11% 158
2025
Q4 		$164K Buy
+2,531
New +$159K 0.12% 141

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

WELLINGTON-ALTUS USA INC.'s KRE Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 2,531 shares worth $165K. The position accounts for 0.12% of the portfolio, ranked #142.

WELLINGTON-ALTUS USA INC. first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q1 2026. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,531 shares of State Street SPDR S&P Regional Banking ETF worth $165K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. 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 0.12% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #142 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s State Street SPDR S&P Regional Banking ETF position peaked at $189K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.