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

&Partners’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	$443K	Sell	5,926 -2,227	-27%	-$156K	﹤0.01%	1908
2026 Q1	$531K	Sell	8,153 -3,026	-27%	-$205K	﹤0.01%	1664
2025 Q4	$724K	Buy	11,179 +3,906	+54%	+$245K	﹤0.01%	1417
2025 Q3	$460K	Buy	7,273 +839	+13%	+$52.9K	﹤0.01%	1503
2025 Q2	$382K	Buy	6,434 +2,179	+51%	+$121K	﹤0.01%	1489
2025 Q1	$240K	Buy	4,255 +300	+8%	+$18.2K	﹤0.01%	1531
2024 Q4	$239K	Buy	+3,955	New	+$245K	﹤0.01%	1451

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

&Partners's KRE Position: Q2 2026 in Review

&Partners reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 27% in Q2 2026, selling an estimated $156K and leaving 5,926 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

&Partners first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

&Partners held 5,926 shares of State Street SPDR S&P Regional Banking ETF worth $443K as of Q2 2026.
&Partners sold 2,227 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $156K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1908 holding.
&Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's State Street SPDR S&P Regional Banking ETF position peaked at $724K in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.