HeadInvest LLC’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

HeadInvest LLC’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	-7,045	Closed	-$459K	–	224
2026 Q1	$459K	Buy	7,045 +25	+0.4%	+$1.69K	0.09%	153
2025 Q4	$455K	Sell	7,020 -675	-9%	-$42.4K	0.09%	155
2025 Q3	$487K	Sell	7,695 -70	-0.9%	-$4.41K	0.1%	146
2025 Q2	$461K	Sell	7,765 -350	-4%	-$19.5K	0.1%	146
2025 Q1	$461K	Buy	+8,115	New	+$493K	0.09%	153

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

HeadInvest LLC's KRE Position: Q2 2026 in Review

HeadInvest LLC sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 7,045 shares — an estimated $459K sold.

HeadInvest LLC first reported a position in KRE in Q1 2025 and held it in 5 quarters. The position peaked at $487K in Q3 2025. 546 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

HeadInvest LLC reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
HeadInvest LLC sold 7,045 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $459K.
HeadInvest LLC first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and held it in 5 quarters.
HeadInvest LLC's State Street SPDR S&P Regional Banking ETF position peaked at $487K in Q3 2025.
546 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.