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Innovative Asset Advisors Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Innovative Asset Advisors 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
Q2 		$44.9K Hold
600
– – 0.02% 277
2026
Q1 		$39.1K Buy
+600
New +$40.5K 0.02% 356

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 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Innovative Asset Advisors Group's KRE Position: Q2 2026 in Review

Innovative Asset Advisors Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 600 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #277.

Innovative Asset Advisors Group first reported a position in KRE in Q1 2026 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Innovative Asset Advisors Group held 600 shares of State Street SPDR S&P Regional Banking ETF worth $44.9K as of Q2 2026.
  • Innovative Asset Advisors Group left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #277 holding.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and has held it in 2 quarters since.
  • 513 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.