Moneta Group Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Moneta Group Investment 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	$258K	Buy	3,954 +81	+2%	+$5.47K	﹤0.01%	676
2025 Q4	$251K	Buy	3,873 +16	+0.4%	+$1.01K	﹤0.01%	688
2025 Q3	$244K	Buy	3,857 +148	+4%	+$9.33K	﹤0.01%	690
2025 Q2	$220K	Sell	3,709 -5	-0.1%	-$278	﹤0.01%	645
2025 Q1	$211K	Buy	+3,714	New	+$226K	﹤0.01%	623
2018 Q2	–	Sell	-420	Closed	-$25K	–	530
2018 Q1	$25K	Buy	+420	New	+$26.1K	﹤0.01%	375

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

Moneta Group Investment Advisors's KRE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.1% in Q1 2026, buying an estimated $5.47K and bringing the position to 3,954 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Moneta Group Investment Advisors first reported a position in KRE in Q1 2018 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Moneta Group Investment Advisors held 3,954 shares of State Street SPDR S&P Regional Banking ETF worth $258K as of Q1 2026.
Moneta Group Investment Advisors bought 81 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $5.47K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #676 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.