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

Mount Yale 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 		$905K Buy
13,888
+1,512
+12% +$102K 0.02% 548
2025
Q4 		$802K Buy
12,376
+8,897
+256% +$559K 0.04% 358
2025
Q3 		$220K Buy
+3,479
New +$219K 0.02% 607

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mount Yale Investment Advisors's KRE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 12% in Q1 2026, buying an estimated $102K and bringing the position to 13,888 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #548.

Mount Yale Investment Advisors first reported a position in KRE in Q3 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Mount Yale Investment Advisors held 13,888 shares of State Street SPDR S&P Regional Banking ETF worth $905K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,512 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $102K.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #548 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.