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Taylor & Morgan Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Taylor & Morgan Wealth Management’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 		$1.25M Sell
16,732
-41
-0.2% -$2.87K 0.62% 27
2026
Q1 		$1.09M Buy
16,773
+15
+0.1% +$1.01K 0.62% 27
2025
Q4 		$1.09M Sell
16,758
-982
-6% -$61.7K 0.61% 26
2025
Q3 		$1.12M Sell
17,740
-928
-5% -$58.5K 0.69% 23
2025
Q2 		$1.11M Sell
18,668
-608
-3% -$33.9K 0.75% 23
2025
Q1 		$1.1M Sell
19,276
-229
-1% -$13.9K 0.83% 23
2024
Q4 		$1.18M Sell
19,505
-5,349
-22% -$332K 0.83% 22
2024
Q3 		$1.41M Sell
24,854
-781
-3% -$42.9K 0.94% 18
2024
Q2 		$1.26M Sell
25,635
-15,466
-38% -$746K 0.89% 21
2024
Q1 		$2.07M Sell
41,101
-15,262
-27% -$753K 1.52% 15
2023
Q4 		$2.96M Sell
56,363
-18,120
-24% -$810K 2.35% 12
2023
Q3 		$3.11M Buy
74,483
+1,093
+1% +$48.7K 2.8% 10
2023
Q2 		$3M Buy
73,390
+36,305
+98% +$1.49M 2.46% 11
2023
Q1 		$1.63M Buy
37,085
+10,175
+38% +$577K 1.41% 14
2022
Q4 		$1.58M Sell
26,910
-1,281
-5% -$78.8K 1.49% 15
2022
Q3 		$1.66M Sell
28,191
-3,203
-10% -$200K 1.65% 13
2022
Q2 		$1.82M Sell
31,394
-147
-0.5% -$9.18K 1.73% 12
2022
Q1 		$2.17M Sell
31,541
-2,450
-7% -$178K 1.78% 13
2021
Q4 		$2.41M Buy
+33,991
New +$2.43M 1.95% 13

Other funds holding KRE

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Taylor & Morgan Wealth Management's KRE Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.24% in Q2 2026, selling an estimated $2.87K and leaving 16,732 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #27.

Taylor & Morgan Wealth Management first reported a position in KRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.11M in Q3 2023. 76 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Taylor & Morgan Wealth Management held 16,732 shares of State Street SPDR S&P Regional Banking ETF worth $1.25M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 41 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $2.87K.
  • State Street SPDR S&P Regional Banking ETF made up 0.62% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Taylor & Morgan Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $3.11M in Q3 2023.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.