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

NewEdge 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	$440K	Sell	5,878 -533	-8%	-$37.3K	﹤0.01%	2226
2026 Q1	$418K	Buy	6,411 +9	+0.1%	+$608	﹤0.01%	2124
2025 Q4	$415K	Sell	6,402 -1,497	-19%	-$94.1K	﹤0.01%	2102
2025 Q3	$500K	Sell	7,899 -211	-3%	-$13.3K	﹤0.01%	1809
2025 Q2	$482K	Sell	8,110 -2,830	-26%	-$158K	﹤0.01%	1713
2025 Q1	$622K	Sell	10,940 -3,756	-26%	-$228K	﹤0.01%	1463
2024 Q4	$887K	Sell	14,696 -789	-5%	-$48.9K	0.01%	1225
2024 Q3	$876K	Buy	15,485 +12,861	+490%	+$706K	0.01%	1163
2024 Q2	$129K	Sell	2,624 -1,366	-34%	-$65.9K	﹤0.01%	2047
2024 Q1	$201K	Sell	3,990 -44,569	-92%	-$2.2M	﹤0.01%	1839
2023 Q4	$2.51M	Buy	48,559 +20,596	+74%	+$921K	0.02%	587
2023 Q3	$1.17M	Buy	27,963 +6,841	+32%	+$305K	0.01%	795
2023 Q2	$862K	Buy	21,122 +5,894	+39%	+$242K	0.01%	940
2023 Q1	$668K	Sell	15,228 -6,955	-31%	-$395K	0.01%	983
2022 Q4	$948K	Buy	22,183 +12,796	+136%	+$787K	0.03%	527
2022 Q3	$552K	Buy	9,387 +4,993	+114%	+$312K	0.01%	920
2022 Q2	$255K	Buy	+4,394	New	+$274K	﹤0.01%	1282
2022 Q1	–	Sell	-5,404	Closed	-$383K	–	1406
2021 Q4	$383K	Sell	5,404 -4,491	-45%	-$321K	0.01%	1203
2021 Q3	$670K	Sell	9,895 -5,757	-37%	-$370K	0.02%	671
2021 Q2	$1.02M	Sell	15,652 -2,677	-15%	-$183K	0.03%	494
2021 Q1	$1.22M	Buy	18,329 +10,895	+147%	+$680K	0.04%	400
2020 Q4	$386K	Buy	+7,434	New	+$340K	0.01%	694
2020 Q1	–	Sell	-4,374	Closed	-$254K	–	849
2019 Q4	$254K	Buy	4,374 +7	+0.2%	+$388	0.01%	708
2019 Q3	$231K	Sell	4,367 -5,613	-56%	-$293K	0.01%	711
2019 Q2	$533K	Sell	9,980 -370	-4%	-$19.8K	0.03%	384
2019 Q1	$531K	Buy	10,350 +103	+1%	+$5.5K	0.03%	385
2018 Q4	$479K	Buy	10,247 +4,863	+90%	+$260K	0.03%	381
2018 Q3	$320K	Buy	5,384 +1,734	+48%	+$108K	0.02%	474
2018 Q2	$225K	Buy	+3,650	New	+$229K	0.02%	485

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

NewEdge Advisors's KRE Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.3% in Q2 2026, selling an estimated $37.3K and leaving 5,878 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

NewEdge Advisors first reported a position in KRE in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.51M in Q4 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

NewEdge Advisors held 5,878 shares of State Street SPDR S&P Regional Banking ETF worth $440K as of Q2 2026.
NewEdge Advisors sold 533 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2226 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 29 quarters since.
NewEdge Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.51M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.