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

Marshall & Sterling 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	$1.24K	Hold	17	–	–	﹤0.01%	306
2026 Q1	$1.08K	Buy	17 +1	+6%	+$68	﹤0.01%	308
2025 Q4	$1.06K	Sell	16 -1	-6%	-$63	﹤0.01%	307
2025 Q3	$1.03K	Hold	17	–	–	﹤0.01%	593
2025 Q2	$963	Buy	17 +1	+6%	+$56	﹤0.01%	582
2025 Q1	$916	Sell	16 -1	-6%	-$61	﹤0.01%	591
2024 Q4	$966	Buy	+17	New	+$1.05K	﹤0.01%	336

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

Marshall & Sterling Wealth Advisors's KRE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 17 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Marshall & Sterling Wealth Advisors first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 17 shares of State Street SPDR S&P Regional Banking ETF worth $1.24K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #306 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 7 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.