McCarter Private Wealth Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

McCarter Private Wealth Services’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	–	Sell	-8,431	Closed	-$549K	–	194
2026 Q1	$549K	Hold	8,431	–	–	0.24%	90
2025 Q4	$546K	Hold	8,431	–	–	0.25%	85
2025 Q3	$534K	Buy	+8,431	New	+$532K	0.27%	72

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

McCarter Private Wealth Services's KRE Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 8,431 shares — an estimated $549K sold.

McCarter Private Wealth Services first reported a position in KRE in Q3 2025 and held it in 3 quarters. The position peaked at $549K in Q1 2026. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

McCarter Private Wealth Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 8,431 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $549K.
McCarter Private Wealth Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and held it in 3 quarters.
McCarter Private Wealth Services's State Street SPDR S&P Regional Banking ETF position peaked at $549K in Q1 2026.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.