SageView Advisory Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

SageView Advisory Group’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	-1,720	Closed	-$111K	–	1590
2025 Q4	$111K	Buy	+1,720	New	+$108K	﹤0.01%	799
2024 Q2	–	Sell	-3,247	Closed	-$237K	–	636
2024 Q1	$237K	Buy	+3,247	New	+$160K	0.01%	476
2023 Q3	–	Sell	-5,558	Closed	-$227K	–	536
2023 Q2	$227K	Buy	+5,558	New	+$228K	0.01%	507

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SageView Advisory Group's KRE Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 1,720 shares — an estimated $111K sold.

SageView Advisory Group first reported a position in KRE in Q2 2023 and held it in 3 quarters. The position peaked at $237K in Q1 2024. 508 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,720 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $111K.
SageView Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $237K in Q1 2024.
508 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.