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

Pension & Wealth Management 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 		$12.7K Buy
170
+45
+36% +$3.15K ﹤0.01% 426
2026
Q1 		$8.14K Hold
125
– – ﹤0.01% 409
2025
Q4 		$8.1K Buy
+125
New +$7.86K ﹤0.01% 425

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pension & Wealth Management Advisors's KRE Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 36% in Q2 2026, buying an estimated $3.15K and bringing the position to 170 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Pension & Wealth Management Advisors first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Pension & Wealth Management Advisors held 170 shares of State Street SPDR S&P Regional Banking ETF worth $12.7K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 45 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $3.15K.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #426 holding.
  • Pension & Wealth Management Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.