WA
KRE icon

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

Waverly 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
Q1 		$5.58M Buy
85,725
+77,006
+883% +$5.2M 0.04% 387
2025
Q4 		$565K Sell
8,719
-646
-7% -$40.6K ﹤0.01% 968
2025
Q3 		$593K Buy
9,365
+521
+6% +$32.8K 0.01% 794
2025
Q2 		$525K Sell
8,844
-83
-0.9% -$4.62K 0.01% 784
2025
Q1 		$507K Buy
8,927
+1
+0% +$61 0.01% 767
2024
Q4 		$539K Buy
8,926
+909
+11% +$56.4K 0.01% 663
2024
Q3 		$454K Sell
8,017
-760
-9% -$41.7K 0.01% 606
2024
Q2 		$431K Sell
8,777
-856
-9% -$41.3K 0.01% 605
2024
Q1 		$484K Buy
9,633
+1,028
+12% +$50.7K 0.01% 486
2023
Q4 		$451K Buy
8,605
+825
+11% +$36.9K 0.02% 312
2023
Q3 		$325K Buy
+7,780
New +$347K 0.01% 313

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Waverly Advisors's KRE Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 883% in Q1 2026, buying an estimated $5.2M and bringing the position to 85,725 shares worth $5.58M. The position accounts for 0.04% of the portfolio, ranked #387.

Waverly Advisors first reported a position in KRE in Q3 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Waverly Advisors held 85,725 shares of State Street SPDR S&P Regional Banking ETF worth $5.58M as of Q1 2026.
  • Waverly Advisors bought 77,006 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $5.2M.
  • State Street SPDR S&P Regional Banking ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #387 holding.
  • Waverly Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 11 quarters since.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.