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 Q2	–	Sell	-6,000	Closed	-$391K	–	111
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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Global Endowment Management's KRE Position: Q2 2026 in Review

Global Endowment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 6,000 shares — an estimated $391K sold.

Global Endowment Management first reported a position in KRE in Q1 2017 and held it in 8 quarters. The position peaked at $518K in Q4 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Global Endowment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Global Endowment Management sold 6,000 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $391K.
Global Endowment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 8 quarters.
Global Endowment Management's State Street SPDR S&P Regional Banking ETF position peaked at $518K in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.