Viewpoint Capital Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Viewpoint Capital 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	$484K	Sell	6,460 -1,550	-19%	-$108K	0.25%	61
2026 Q1	$522K	Hold	8,010	–	–	0.24%	66
2025 Q4	$519K	Hold	8,010	–	–	0.22%	67
2025 Q3	$507K	Sell	8,010 -400	-5%	-$25.2K	0.22%	65
2025 Q2	$499K	Hold	8,410	–	–	0.25%	66
2025 Q1	$478K	Sell	8,410 -400	-5%	-$24.3K	0.26%	67
2024 Q4	$532K	Hold	8,810	–	–	0.28%	64
2024 Q3	$493K	Hold	8,810	–	–	0.28%	63
2024 Q2	$433K	Hold	8,810	–	–	0.26%	65
2024 Q1	$443K	Hold	8,810	–	–	0.28%	66
2023 Q4	$462K	Hold	8,810	–	–	0.32%	59
2023 Q3	$368K	Hold	8,810	–	–	0.29%	64
2023 Q2	$360K	Hold	8,810	–	–	0.28%	67
2023 Q1	$386K	Hold	8,810	–	–	0.35%	61
2022 Q4	$517K	Hold	8,810	–	–	0.5%	49
2022 Q3	$519K	Hold	8,810	–	–	0.51%	46
2022 Q2	$512K	Hold	8,810	–	–	0.48%	48
2022 Q1	$607K	Hold	8,810	–	–	0.47%	46
2021 Q4	$624K	Buy	+8,810	New	+$630K	0.45%	52

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

Viewpoint Capital Management's KRE Position: Q2 2026 in Review

Viewpoint Capital Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 19% in Q2 2026, selling an estimated $108K and leaving 6,460 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #61.

Viewpoint Capital Management first reported a position in KRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $624K in Q4 2021. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Viewpoint Capital Management held 6,460 shares of State Street SPDR S&P Regional Banking ETF worth $484K as of Q2 2026.
Viewpoint Capital Management sold 1,550 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $108K.
State Street SPDR S&P Regional Banking ETF made up 0.25% of Viewpoint Capital Management's portfolio in Q2 2026, its #61 holding.
Viewpoint Capital 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.
Viewpoint Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $624K in Q4 2021.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.