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

Sage Mountain 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	$225	Hold	3	–	–	﹤0.01%	299
2026 Q1	$195	Buy	+3	New	+$203	﹤0.01%	280
2024 Q4	–	Sell	-34	Closed	-$1.92K	–	499
2024 Q3	$1.92K	Buy	+34	New	+$1.87K	﹤0.01%	482
2023 Q3	–	Sell	-80	Closed	-$3.27K	–	376
2023 Q2	$3.27K	Buy	+80	New	+$3.28K	﹤0.01%	339
2021 Q4	–	Sell	-570	Closed	-$39K	–	696
2021 Q3	$39K	Hold	570	–	–	0.01%	531
2021 Q2	$37K	Hold	570	–	–	0.01%	486
2021 Q1	$38K	Buy	+570	New	+$35.6K	0.01%	417

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

Sage Mountain Advisors's KRE Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 3 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Sage Mountain Advisors first reported a position in KRE in Q1 2021 and has held it in 7 quarters since. The position peaked at $39K in Q3 2021. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Sage Mountain Advisors held 3 shares of State Street SPDR S&P Regional Banking ETF worth $225 as of Q2 2026.
Sage Mountain Advisors 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 Sage Mountain Advisors's portfolio in Q2 2026, its #299 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 7 quarters since.
Sage Mountain Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $39K in Q3 2021.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.