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

Kingswood Wealth Advisors’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	$1.43M	Buy	19,087 +1,189	+7%	+$83.2K	0.06%	329
2026 Q1	$1.17M	Buy	17,898 +6,847	+62%	+$463K	0.06%	346
2025 Q4	$716K	Buy	11,051 +600	+6%	+$37.7K	0.03%	425
2025 Q3	$662K	Buy	+10,451	New	+$659K	0.04%	406
2024 Q4	–	Sell	-4,203	Closed	-$238K	–	857
2024 Q3	$238K	Buy	+4,203	New	+$231K	0.02%	631

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

Kingswood Wealth Advisors's KRE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.6% in Q2 2026, buying an estimated $83.2K and bringing the position to 19,087 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #329.

Kingswood Wealth Advisors first reported a position in KRE in Q3 2024 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Kingswood Wealth Advisors held 19,087 shares of State Street SPDR S&P Regional Banking ETF worth $1.43M as of Q2 2026.
Kingswood Wealth Advisors bought 1,189 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $83.2K.
State Street SPDR S&P Regional Banking ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #329 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and has held it in 5 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.