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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$12.7K Buy
170
+45
+36% +$3.15K ﹤0.01% 426
2026
Q1 		$8.14K Hold
125
– – ﹤0.01% 409
2025
Q4 		$8.1K Buy
+125
New +$7.86K ﹤0.01% 425

Other funds holding KRE

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KRE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 36% in Q2 2026, buying an estimated $3.15K and bringing the position to 170 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 170 shares of State Street SPDR S&P Regional Banking ETF worth $12.7K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 45 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $3.15K.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #426 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, 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.
  • 299 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.