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

NewEdge Wealth’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 Q1	–	Sell	-4,367	Closed	-$283K	–	1221
2025 Q4	$283K	Buy	4,367 +8	+0.2%	+$503	﹤0.01%	1042
2025 Q3	$264K	Buy	4,359 +594	+16%	+$37.5K	﹤0.01%	912
2025 Q2	$222K	Sell	3,765 -1,029	-21%	-$57.3K	﹤0.01%	907
2025 Q1	$273K	Buy	+4,794	New	+$291K	﹤0.01%	793
2022 Q1	–	Sell	-7,575	Closed	-$537K	–	427
2021 Q4	$537K	Buy	+7,575	New	+$542K	0.02%	286

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NewEdge Wealth's KRE Position: Q1 2026 in Review

NewEdge Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 4,367 shares — an estimated $283K sold.

NewEdge Wealth first reported a position in KRE in Q4 2021 and held it in 5 quarters. The position peaked at $537K in Q4 2021. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

NewEdge Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,367 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $283K.
NewEdge Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 5 quarters.
NewEdge Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $537K in Q4 2021.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.