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

Mutual 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	$1.5M	Sell	20,030 -61	-0.3%	-$4.27K	0.03%	504
2026 Q1	$1.31M	Buy	20,091 +4,695	+30%	+$317K	0.03%	495
2025 Q4	$998K	Sell	15,396 -854	-5%	-$53.7K	0.02%	578
2025 Q3	$978K	Sell	16,250 -583	-3%	-$36.8K	0.02%	578
2025 Q2	$1.04M	Buy	16,833 +2,178	+15%	+$121K	0.03%	494
2025 Q1	$791K	Buy	14,655 +720	+5%	+$43.8K	0.02%	539
2024 Q4	$866K	Buy	13,935 +434	+3%	+$26.9K	0.03%	525
2024 Q3	$796K	Buy	13,501 +802	+6%	+$44K	0.02%	558
2024 Q2	$736K	Sell	12,699 -100	-0.8%	-$4.83K	0.02%	578
2024 Q1	$644K	Sell	12,799 -54	-0.4%	-$2.67K	0.02%	611
2023 Q4	$674K	Sell	12,853 -2,264	-15%	-$101K	0.02%	572
2023 Q3	$631K	Buy	15,117 +578	+4%	+$25.8K	0.02%	554
2023 Q2	$594K	Buy	14,539 +2,578	+22%	+$106K	0.02%	585
2023 Q1	$525K	Sell	11,961 -1,118	-9%	-$63.4K	0.02%	604
2022 Q4	$768K	Sell	13,079 -2	-0%	-$123	0.03%	482
2022 Q3	$770K	Buy	13,081 +275	+2%	+$17.2K	0.04%	441
2022 Q2	$744K	Sell	12,806 -17,881	-58%	-$1.12M	0.05%	425
2022 Q1	$2.11M	Buy	30,687 +17,315	+129%	+$1.26M	0.12%	200
2021 Q4	$947K	Buy	13,372 +51	+0.4%	+$3.65K	0.05%	400
2021 Q3	$902K	Buy	13,321 +4,262	+47%	+$274K	0.05%	383
2021 Q2	$594K	Buy	9,059 +3,132	+53%	+$214K	0.04%	477
2021 Q1	$393K	Buy	5,927 +556	+10%	+$34.7K	0.03%	552
2020 Q4	$279K	Sell	5,371 -1,909	-26%	-$87.3K	0.02%	617
2020 Q3	$260K	Sell	7,280 -1,222	-14%	-$46.1K	0.02%	573
2020 Q2	$326K	Buy	+8,502	New	+$311K	0.03%	489

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

Mutual Advisors's KRE Position: Q2 2026 in Review

Mutual Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.3% in Q2 2026, selling an estimated $4.27K and leaving 20,030 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #504.

Mutual Advisors first reported a position in KRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q1 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Mutual Advisors held 20,030 shares of State Street SPDR S&P Regional Banking ETF worth $1.5M as of Q2 2026.
Mutual Advisors sold 61 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $4.27K.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #504 holding.
Mutual Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and has held it in 25 quarters since.
Mutual Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.11M in Q1 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

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