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 Q2	$828K	Sell	11,066 -74,659	-87%	-$5.22M	﹤0.01%	959
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 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

Waverly Advisors's KRE Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 87% in Q2 2026, selling an estimated $5.22M and leaving 11,066 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Waverly Advisors first reported a position in KRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.58M in Q1 2026. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Waverly Advisors held 11,066 shares of State Street SPDR S&P Regional Banking ETF worth $828K as of Q2 2026.
Waverly Advisors sold 74,659 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $5.22M.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #959 holding.
Waverly Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 12 quarters since.
Waverly Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5.58M in Q1 2026.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.