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

Simon Quick 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	$208K	Buy	+2,776	New	+$194K	0.01%	402
2025 Q4	–	Sell	-9,776	Closed	-$619K	–	416
2025 Q3	$619K	Hold	9,776	–	–	0.03%	243
2025 Q2	$581K	Hold	9,776	–	–	0.03%	234
2025 Q1	$556K	Buy	9,776 +1,276	+15%	+$77.5K	0.03%	277
2024 Q4	$513K	Hold	8,500	–	–	0.03%	239
2024 Q3	$481K	Hold	8,500	–	–	0.03%	246
2024 Q2	$417K	Hold	8,500	–	–	0.03%	241
2024 Q1	$427K	Hold	8,500	–	–	0.03%	229
2023 Q4	$446K	Sell	8,500 -2,300	-21%	-$103K	0.04%	187
2023 Q3	$451K	Buy	+10,800	New	+$482K	0.04%	174
2023 Q2	–	Sell	-5,900	Closed	-$259K	–	292
2023 Q1	$259K	Buy	5,900 +2,100	+55%	+$119K	0.03%	228
2022 Q4	$223K	Buy	+3,800	New	+$234K	0.03%	213
2019 Q3	–	Sell	-221	Closed	-$11.8K	–	454
2019 Q2	$11.8K	Buy	+221	New	+$11.8K	0.01%	214
2018 Q3	–	Sell	-175	Closed	-$10K	–	323
2018 Q2	$10K	Buy	+175	New	+$11K	﹤0.01%	265

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

Simon Quick Advisors's KRE Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,776 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in KRE as recently as Q3 2025.

Simon Quick Advisors first reported a position in KRE in Q2 2018 and has held it in 14 quarters since. The position peaked at $619K in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Simon Quick Advisors held 2,776 shares of State Street SPDR S&P Regional Banking ETF worth $208K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Simon Quick Advisors position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #402 holding.
Simon Quick Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 14 quarters since.
Simon Quick Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $619K in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.