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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kingswood Wealth Advisors's KRE Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 62% in Q1 2026, buying an estimated $463K and bringing the position to 17,898 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #346.

Kingswood Wealth Advisors first reported a position in KRE in Q3 2024 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Kingswood Wealth Advisors held 17,898 shares of State Street SPDR S&P Regional Banking ETF worth $1.17M as of Q1 2026.
Kingswood Wealth Advisors bought 6,847 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $463K.
State Street SPDR S&P Regional Banking ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #346 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 4 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.