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

Grand Wealth 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
-22
Closed -$1.4K – 73
2026
Q1 		$1.4K Buy
+22
New +$1.49K ﹤0.01% 87

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Grand Wealth Management's KRE Position: Q2 2026 in Review

Grand Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 22 shares — an estimated $1.4K sold.

Grand Wealth Management first reported a position in KRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.4K in Q1 2026. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Grand Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
  • Grand Wealth Management sold 22 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.4K.
  • Grand Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and held it in 1 quarter.
  • Grand Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.4K in Q1 2026.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.