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

Institute for 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 		$1.21M Sell
16,196
-143
-0.9% -$10K 0.11% 177
2026
Q1 		$1.06M Buy
16,339
+288
+2% +$19.5K 0.11% 188
2025
Q4 		$1.04M Buy
16,051
+552
+4% +$34.7K 0.11% 187
2025
Q3 		$981K Buy
15,499
+582
+4% +$36.7K 0.1% 203
2025
Q2 		$886K Sell
14,917
-58
-0.4% -$3.23K 0.1% 215
2025
Q1 		$851K Buy
14,975
+195
+1% +$11.8K 0.11% 207
2024
Q4 		$892K Buy
14,780
+450
+3% +$27.9K 0.11% 196
2024
Q3 		$811K Buy
14,330
+400
+3% +$22K 0.1% 212
2024
Q2 		$684K Hold
13,930
– – 0.09% 224
2024
Q1 		$700K Buy
13,930
+191
+1% +$9.43K 0.09% 224
2023
Q4 		$720K Sell
13,739
-1,387
-9% -$62K 0.12% 208
2023
Q3 		$632K Buy
15,126
+551
+4% +$24.6K 0.11% 215
2023
Q2 		$595K Buy
14,575
+323
+2% +$13.3K 0.1% 230
2023
Q1 		$625K Buy
14,252
+1,369
+11% +$77.7K 0.12% 219
2022
Q4 		$757K Buy
12,883
+1,969
+18% +$121K 0.16% 179
2022
Q3 		$643K Buy
10,914
+271
+3% +$16.9K 0.14% 189
2022
Q2 		$618K Buy
10,643
+345
+3% +$21.5K 0.12% 217
2022
Q1 		$710K Buy
10,298
+177
+2% +$12.9K 0.11% 220
2021
Q4 		$717K Buy
10,121
+281
+3% +$20.1K 0.12% 210
2021
Q3 		$667K Buy
9,840
+36
+0.4% +$2.31K 0.12% 214
2021
Q2 		$642K Buy
9,804
+261
+3% +$17.8K 0.11% 220
2021
Q1 		$633K Buy
9,543
+583
+7% +$36.4K 0.12% 212
2020
Q4 		$465K Buy
8,960
+2,990
+50% +$137K 0.09% 266
2020
Q3 		$213K Buy
5,970
+720
+14% +$27.1K 0.05% 386
2020
Q2 		$202K Sell
5,250
-4,475
-46% -$164K 0.05% 397
2020
Q1 		$317K Sell
9,725
-435
-4% -$21.3K 0.1% 269
2019
Q4 		$592K Sell
10,160
-962
-9% -$53.3K 0.13% 221
2019
Q3 		$587K Sell
11,122
-2,435
-18% -$127K 0.15% 209
2019
Q2 		$724K Sell
13,557
-789
-5% -$42.1K 0.16% 191
2019
Q1 		$737K Sell
14,346
-2,160
-13% -$115K 0.16% 174
2018
Q4 		$772K Buy
16,506
+1,205
+8% +$64.4K 0.32% 94
2018
Q3 		$922K Sell
15,301
-570
-4% -$35.5K 0.31% 110
2018
Q2 		$970K Buy
15,871
+754
+5% +$47.3K 0.31% 112
2018
Q1 		$931K Sell
15,117
-14,447
-49% -$897K 0.27% 133
2017
Q4 		$1.79M Buy
+29,564
New +$1.7M 0.41% 65

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

Institute for Wealth Management's KRE Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.88% in Q2 2026, selling an estimated $10K and leaving 16,196 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #177.

Institute for Wealth Management first reported a position in KRE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.79M in Q4 2017. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Institute for Wealth Management held 16,196 shares of State Street SPDR S&P Regional Banking ETF worth $1.21M as of Q2 2026.
  • Institute for Wealth Management sold 143 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $10K.
  • State Street SPDR S&P Regional Banking ETF made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.79M in Q4 2017.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.