Strategic Wealth Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Strategic Wealth Partners’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	$9.29M	Sell	124,056 -1,453	-1%	-$102K	0.57%	63
2026 Q1	$8.18M	Buy	125,509 +121,084	+2,736%	+$8.18M	0.57%	62
2025 Q4	$287K	Sell	4,425 -158,416	-97%	-$9.96M	0.02%	271
2025 Q3	$10.3M	Buy	162,841 +34,340	+27%	+$2.17M	0.77%	41
2025 Q2	$7.63M	Buy	+128,501	New	+$7.15M	0.6%	57
2024 Q1	–	Sell	-4,226	Closed	-$222K	–	298
2023 Q4	$222K	Buy	+4,226	New	+$189K	0.03%	259
2023 Q3	–	Sell	-38,612	Closed	-$1.58M	–	293
2023 Q2	$1.58M	Buy	+38,612	New	+$1.58M	0.2%	125
2022 Q3	–	Sell	-54,249	Closed	-$3.15M	–	275
2022 Q2	$3.15M	Buy	54,249 +4,395	+9%	+$274K	0.68%	41
2022 Q1	$3.44M	Buy	+49,854	New	+$3.63M	0.67%	39
2018 Q3	–	Sell	-29	Closed	-$2K	–	674
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	700
2018 Q1	$2K	Buy	+29	New	+$1.8K	﹤0.01%	738

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

Strategic Wealth Partners's KRE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.2% in Q2 2026, selling an estimated $102K and leaving 124,056 shares worth $9.29M. The position accounts for 0.57% of the portfolio, ranked #63.

Strategic Wealth Partners first reported a position in KRE in Q1 2018 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Strategic Wealth Partners held 124,056 shares of State Street SPDR S&P Regional Banking ETF worth $9.29M as of Q2 2026.
Strategic Wealth Partners sold 1,453 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $102K.
State Street SPDR S&P Regional Banking ETF made up 0.57% of Strategic Wealth Partners's portfolio in Q2 2026, its #63 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $10.3M 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.