MAI Capital Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

MAI Capital Management’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	–	–	2634
2025 Q4	–	Hold	–	–	–	2380
2025 Q3	–	Hold	–	–	–	2177
2025 Q2	–	Hold	–	–	–	2154
2025 Q1	–	Hold	–	–	–	2032
2024 Q4	–	Hold	–	–	–	2027

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

MAI Capital Management's KRE Position: Q1 2026 in Review

MAI Capital Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.9% in Q1 2026, buying an estimated $28.5K and bringing the position to 6,498 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

MAI Capital Management first reported a position in KRE in Q4 2014 and has held it in 21 quarters since. The position peaked at $8.26M in Q1 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

MAI Capital Management held 6,498 shares of State Street SPDR S&P Regional Banking ETF worth $423K as of Q1 2026.
MAI Capital Management bought 421 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $28.5K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1096 holding.
MAI Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and has held it in 21 quarters since.
MAI Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $8.26M in Q1 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.