Fort Point Capital Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Fort Point Capital Partners’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	$828K	Hold	12,713	–	–	0.1%	110
2025 Q4	$868K	Hold	12,713	–	–	0.1%	113
2025 Q3	$805K	Hold	12,713	–	–	0.09%	120
2025 Q2	$755K	Buy	+12,713	New	+$708K	0.05%	177
2024 Q2	–	Sell	-18,600	Closed	-$935K	–	322
2024 Q1	$935K	Sell	18,600 -30,900	-62%	-$1.52M	0.12%	128
2023 Q4	$2.6M	Sell	49,500 -1,000	-2%	-$44.7K	0.37%	47
2023 Q3	$2.11M	Hold	50,500	–	–	0.32%	49
2023 Q2	$2.06M	Sell	50,500 -359	-0.7%	-$14.7K	0.29%	53
2023 Q1	$2.23M	Buy	50,859 +32,459	+176%	+$1.84M	0.34%	60
2022 Q4	$1.08M	Hold	18,400	–	–	0.17%	93
2022 Q3	$1.08M	Hold	18,400	–	–	0.18%	94
2022 Q2	$1.07M	Buy	+18,400	New	+$1.15M	0.17%	91

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

Fort Point Capital Partners's KRE Position: Q1 2026 in Review

Fort Point Capital Partners held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 12,713 shares worth $828K. The position accounts for 0.1% of the portfolio, ranked #110.

Fort Point Capital Partners first reported a position in KRE in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Fort Point Capital Partners held 12,713 shares of State Street SPDR S&P Regional Banking ETF worth $828K as of Q1 2026.
Fort Point Capital Partners 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 0.1% of Fort Point Capital Partners's portfolio in Q1 2026, its #110 holding.
Fort Point Capital Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and has held it in 12 quarters since.
Fort Point Capital Partners's State Street SPDR S&P Regional Banking ETF position peaked at $2.6M in Q4 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.