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

Global Endowment 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 Q1	$391K	Sell	6,000 -2,000	-25%	-$135K	0.04%	95
2025 Q4	$518K	Buy	+8,000	New	+$503K	0.06%	82
2018 Q3	–	Sell	-5,000	Closed	-$305K	–	234
2018 Q2	$305K	Hold	5,000	–	–	0.04%	204
2018 Q1	$302K	Hold	5,000	–	–	0.04%	196
2017 Q4	$294K	Hold	5,000	–	–	0.04%	186
2017 Q3	$284K	Hold	5,000	–	–	0.04%	222
2017 Q2	$275K	Hold	5,000	–	–	0.04%	225
2017 Q1	$273K	Buy	+5,000	New	+$280K	0.04%	230

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

Global Endowment Management's KRE Position: Q1 2026 in Review

Global Endowment Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 25% in Q1 2026, selling an estimated $135K and leaving 6,000 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #95.

Global Endowment Management first reported a position in KRE in Q1 2017 and has held it in 8 quarters since. The position peaked at $518K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Global Endowment Management held 6,000 shares of State Street SPDR S&P Regional Banking ETF worth $391K as of Q1 2026.
Global Endowment Management sold 2,000 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $135K.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Global Endowment Management's portfolio in Q1 2026, its #95 holding.
Global Endowment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 8 quarters since.
Global Endowment Management's State Street SPDR S&P Regional Banking ETF position peaked at $518K in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.