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

IAM Advisory’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 		$5.83M Buy
77,844
+4,809
+7% +$337K 1.14% 17
2026
Q1 		$4.76M Buy
+73,035
New +$4.94M 1.07% 15

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

IAM Advisory's KRE Position: Q2 2026 in Review

IAM Advisory increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.6% in Q2 2026, buying an estimated $337K and bringing the position to 77,844 shares worth $5.83M. The position accounts for 1.14% of the portfolio, ranked #17.

IAM Advisory first reported a position in KRE in Q1 2026 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • IAM Advisory held 77,844 shares of State Street SPDR S&P Regional Banking ETF worth $5.83M as of Q2 2026.
  • IAM Advisory bought 4,809 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $337K.
  • State Street SPDR S&P Regional Banking ETF made up 1.14% of IAM Advisory's portfolio in Q2 2026, its #17 holding.
  • IAM Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.