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 Q2	$2.5M	Buy	33,382 +29,428	+744%	+$2.06M	0.02%	276
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 $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

Moneta Group Investment Advisors's KRE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 744% in Q2 2026, buying an estimated $2.06M and bringing the position to 33,382 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #276.

Moneta Group Investment Advisors first reported a position in KRE in Q1 2018 and has held it in 7 quarters since. 546 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Moneta Group Investment Advisors held 33,382 shares of State Street SPDR S&P Regional Banking ETF worth $2.5M as of Q2 2026.
Moneta Group Investment Advisors bought 29,428 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $2.06M.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #276 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 7 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.