Wealth Enhancement Advisory Services
KRE icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-1,700
Closed -$1.76K – 3045
2024
Q3 		$1.76K Buy
1,700
+500
+42% +$27.4K ﹤0.01% 2773
2024
Q2 		$294 Sell
1,200
-500
-29% -$24.1K ﹤0.01% 2611
2024
Q1 		$7.13K Buy
+1,700
New +$83.9K ﹤0.01% 2422

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's KRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 64% in Q2 2026, selling an estimated $2.76M and leaving 22,050 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Wealth Enhancement Advisory Services first reported a position in KRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.01M in Q4 2025. 299 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,050 shares of State Street SPDR S&P Regional Banking ETF worth $1.65M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 39,503 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $2.76M.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1707 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $7.01M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.