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

SAM 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
Q1 		$4.1M Buy
62,863
+460
+0.7% +$31.1K 1.28% 17
2025
Q4 		$4.04M Buy
62,403
+701
+1% +$44.1K 1.28% 15
2025
Q3 		$3.91M Buy
61,702
+138
+0.2% +$8.7K 1.26% 17
2025
Q2 		$3.66M Buy
61,564
+1,988
+3% +$111K 1.26% 16
2025
Q1 		$3.39M Sell
59,576
-1,461
-2% -$88.8K 1.27% 18
2024
Q4 		$3.68M Sell
61,037
-794
-1% -$49.2K 1.33% 15
2024
Q3 		$3.5M Sell
61,831
-1,540
-2% -$84.5K 1.28% 17
2024
Q2 		$3.11M Buy
63,371
+790
+1% +$38.1K 1.13% 18
2024
Q1 		$3.15M Buy
62,581
+405
+0.7% +$20K 1.15% 18
2023
Q4 		$3.26M Buy
62,176
+230
+0.4% +$10.3K 1.29% 17
2023
Q3 		$2.59M Buy
61,946
+1,036
+2% +$46.2K 1.12% 19
2023
Q2 		$2.49M Buy
+60,910
New +$2.5M 1.03% 23

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SAM Advisors's KRE Position: Q1 2026 in Review

SAM Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.74% in Q1 2026, buying an estimated $31.1K and bringing the position to 62,863 shares worth $4.1M. The position accounts for 1.28% of the portfolio, ranked #17.

SAM Advisors first reported a position in KRE in Q2 2023 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • SAM Advisors held 62,863 shares of State Street SPDR S&P Regional Banking ETF worth $4.1M as of Q1 2026.
  • SAM Advisors bought 460 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $31.1K.
  • State Street SPDR S&P Regional Banking ETF made up 1.28% of SAM Advisors's portfolio in Q1 2026, its #17 holding.
  • SAM Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 12 quarters since.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.