GM Advisory Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

GM Advisory Group’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	$546K	Sell	8,378 -391	-4%	-$26.4K	0.02%	223
2025 Q4	$568K	Sell	8,769 -1,717	-16%	-$108K	0.02%	199
2025 Q3	$664K	Sell	10,486 -17,153	-62%	-$1.08M	0.03%	173
2025 Q2	$1.64M	Buy	27,639 +1,468	+6%	+$81.7K	0.08%	108
2025 Q1	$1.49M	Buy	26,171 +18,966	+263%	+$1.15M	0.08%	104
2024 Q4	$435K	Buy	7,205 +450	+7%	+$27.9K	0.02%	182
2024 Q3	$382K	Sell	6,755 -1,696	-20%	-$93.1K	0.02%	183
2024 Q2	$415K	Sell	8,451 -1,696	-17%	-$81.8K	0.03%	166
2024 Q1	$510K	Sell	10,147 -406	-4%	-$20K	0.04%	148
2023 Q4	$553K	Sell	10,553 -2,987	-22%	-$134K	0.04%	137
2023 Q3	$566K	Hold	13,540	–	–	0.05%	113
2023 Q2	$553K	Sell	13,540 -1,120	-8%	-$46K	0.05%	119
2023 Q1	$643K	Buy	+14,660	New	+$832K	0.06%	105
2017 Q2	–	Sell	-237,205	Closed	-$13M	–	119
2017 Q1	$13M	Buy	+237,205	New	+$13.3M	4.43%	5
2014 Q4	–	Sell	-148,307	Closed	-$5.62M	–	81
2014 Q3	$5.62M	Sell	148,307 -4,495	-3%	-$175K	4.21%	9
2014 Q2	$6.16M	Buy	+152,802	New	+$6.01M	5.34%	6

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

GM Advisory Group's KRE Position: Q1 2026 in Review

GM Advisory Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.5% in Q1 2026, selling an estimated $26.4K and leaving 8,378 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #223.

GM Advisory Group first reported a position in KRE in Q2 2014 and has held it in 16 quarters since. The position peaked at $13M in Q1 2017. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

GM Advisory Group held 8,378 shares of State Street SPDR S&P Regional Banking ETF worth $546K as of Q1 2026.
GM Advisory Group sold 391 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $26.4K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #223 holding.
GM Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2014 and has held it in 16 quarters since.
GM Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $13M in Q1 2017.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.