N.E.W. Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

N.E.W. Advisory Services’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	$2.62K	Hold	35	–	–	﹤0.01%	818
2026 Q1	$2.28K	Hold	35	–	–	﹤0.01%	815
2025 Q4	$2.27K	Hold	35	–	–	﹤0.01%	779
2025 Q3	$2.22K	Hold	35	–	–	﹤0.01%	737
2025 Q2	$2.08K	Hold	35	–	–	﹤0.01%	736
2025 Q1	$1.99K	Buy	+35	New	+$2.13K	﹤0.01%	790

Other funds holding KRE

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

N.E.W. Advisory Services's KRE Position: Q2 2026 in Review

N.E.W. Advisory Services held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 35 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

N.E.W. Advisory Services first reported a position in KRE in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

N.E.W. Advisory Services held 35 shares of State Street SPDR S&P Regional Banking ETF worth $2.62K as of Q2 2026.
N.E.W. Advisory Services left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #818 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.