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 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 $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

Marshall & Sterling Wealth Advisors's KRE Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.3% in Q1 2026, buying an estimated $68 and bringing the position to 17 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Marshall & Sterling Wealth Advisors first reported a position in KRE in Q4 2024 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Marshall & Sterling Wealth Advisors held 17 shares of State Street SPDR S&P Regional Banking ETF worth $1.08K as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 1 State Street SPDR S&P Regional Banking ETF share in Q1 2026, an estimated $68.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #308 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 6 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.