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 Q2	–	Hold	–	–	–	2076
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 $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

MAI Capital Management's KRE Position: Q2 2026 in Review

MAI Capital Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3% in Q2 2026, selling an estimated $13.8K and leaving 6,301 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

MAI Capital Management first reported a position in KRE in Q4 2014 and has held it in 22 quarters since. The position peaked at $8.26M in Q1 2023. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

MAI Capital Management held 6,301 shares of State Street SPDR S&P Regional Banking ETF worth $472K as of Q2 2026.
MAI Capital Management sold 197 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1331 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 22 quarters since.
MAI Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $8.26M in Q1 2023.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.