UBS AM’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

UBS AM’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	$145K	Sell	1,935 -1,430	-42%	-$100K	﹤0.01%	2774
2026 Q1	$219K	Buy	3,365 +1,928	+134%	+$130K	﹤0.01%	2715
2025 Q4	$93.1K	Buy	+1,437	New	+$90.3K	﹤0.01%	2536
2019 Q2	–	Sell	-20,194	Closed	-$1.04M	–	2865
2019 Q1	$1.04M	Sell	20,194 -1,189	-6%	-$63.5K	﹤0.01%	1811
2018 Q4	$1M	Buy	21,383 +422	+2%	+$22.6K	﹤0.01%	1757
2018 Q3	$1.25M	Buy	+20,961	New	+$1.31M	﹤0.01%	1721

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

UBS AM's KRE Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 42% in Q2 2026, selling an estimated $100K and leaving 1,935 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

UBS AM first reported a position in KRE in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2018. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

UBS AM held 1,935 shares of State Street SPDR S&P Regional Banking ETF worth $145K as of Q2 2026.
UBS AM sold 1,430 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $100K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2774 holding.
UBS AM first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and has held it in 6 quarters since.
UBS AM's State Street SPDR S&P Regional Banking ETF position peaked at $1.25M in Q3 2018.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.