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 Q2	$1.2M	Buy	16,048 +2,160	+16%	+$151K	0.02%	537
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 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 48.85% 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

Mount Yale Investment Advisors's KRE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 16% in Q2 2026, buying an estimated $151K and bringing the position to 16,048 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #537.

Mount Yale Investment Advisors first reported a position in KRE in Q3 2025 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Mount Yale Investment Advisors held 16,048 shares of State Street SPDR S&P Regional Banking ETF worth $1.2M as of Q2 2026.
Mount Yale Investment Advisors bought 2,160 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $151K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #537 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 4 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.