Newbridge Financial Services Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Newbridge Financial Services Group’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	$71.9K	Hold	960	–	–	0.01%	400
2026 Q1	$62.5K	Hold	960	–	–	0.01%	382
2025 Q4	$62.2K	Hold	960	–	–	0.01%	390
2025 Q3	$60.8K	Sell	960 -34	-3%	-$2.14K	0.01%	476
2025 Q2	$59K	Hold	994	–	–	0.01%	475
2025 Q1	$56.5K	Hold	994	–	–	0.01%	346
2024 Q4	$60K	Sell	994 -2	-0.2%	-$124	0.02%	360
2024 Q3	$56.4K	Hold	996	–	–	0.02%	244
2024 Q2	$48.9K	Sell	996 -298	-23%	-$14.4K	0.02%	377
2024 Q1	$65.1K	Sell	1,294 -9,110	-88%	-$450K	0.03%	351
2023 Q4	$545K	Buy	10,404 +131	+1%	+$5.86K	0.27%	89
2023 Q3	$429K	Sell	10,273 -1,295	-11%	-$57.7K	0.22%	107
2023 Q2	$472K	Buy	11,568 +2,148	+23%	+$88.1K	0.23%	87
2023 Q1	$413K	Buy	9,420 +9,112	+2,958%	+$517K	0.22%	99
2022 Q4	$18.1K	Sell	308 -13	-4%	-$800	0.01%	750
2022 Q3	$19K	Buy	321 +17	+6%	+$1.06K	0.01%	708
2022 Q2	$18K	Sell	304 -94	-24%	-$5.87K	0.01%	686
2022 Q1	$27K	Buy	398 +132	+50%	+$9.62K	0.01%	641
2021 Q4	$19K	Buy	+266	New	+$19K	0.01%	745

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

Newbridge Financial Services Group's KRE Position: Q2 2026 in Review

Newbridge Financial Services Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 960 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #400.

Newbridge Financial Services Group first reported a position in KRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q4 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Newbridge Financial Services Group held 960 shares of State Street SPDR S&P Regional Banking ETF worth $71.9K as of Q2 2026.
Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #400 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 19 quarters since.
Newbridge Financial Services Group's State Street SPDR S&P Regional Banking ETF position peaked at $545K in Q4 2023.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.