Wealthcare Advisory Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wealthcare Advisory Partners’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	$961K	Buy	12,840 +4,608	+56%	+$322K	0.02%	533
2026 Q1	$536K	Buy	8,232 +53	+0.6%	+$3.58K	0.01%	680
2025 Q4	$530K	Sell	8,179 -760	-9%	-$47.8K	0.01%	679
2025 Q3	$566K	Sell	8,939 -188	-2%	-$11.9K	0.01%	645
2025 Q2	$542K	Sell	9,127 -434	-5%	-$24.2K	0.01%	626
2025 Q1	$544K	Sell	9,561 -1,535	-14%	-$93.3K	0.01%	573
2024 Q4	$670K	Buy	11,096 +2,251	+25%	+$140K	0.02%	506
2024 Q3	$501K	Buy	8,845 +1,732	+24%	+$95.1K	0.01%	566
2024 Q2	$349K	Sell	7,113 -94	-1%	-$4.54K	0.01%	632
2024 Q1	$362K	Buy	7,207 +934	+15%	+$46.1K	0.01%	619
2023 Q4	$329K	Buy	+6,273	New	+$281K	0.01%	584
2023 Q2	–	Sell	-106,097	Closed	-$4.65M	–	739
2023 Q1	$4.65M	Buy	+106,097	New	+$6.02M	0.2%	89
2021 Q2	–	Sell	-1,120	Closed	-$74K	–	1252
2021 Q1	$74K	Buy	+1,120	New	+$69.9K	0.01%	758
2020 Q2	–	Sell	-1,750	Closed	-$57K	–	897
2020 Q1	$57K	Buy	1,750 +302	+21%	+$14.8K	0.01%	484
2019 Q4	$84K	Buy	1,448 +1	+0.1%	+$55	0.01%	436
2019 Q3	$76K	Sell	1,447 -49	-3%	-$2.56K	0.01%	453
2019 Q2	$80K	Sell	1,496 -78	-5%	-$4.17K	0.01%	427
2019 Q1	$81K	Buy	1,574 +51	+3%	+$2.72K	0.01%	377
2018 Q4	$71K	Buy	1,523 +1	+0.1%	+$53	0.01%	368
2018 Q3	$90K	Buy	1,522 +120	+9%	+$7.48K	0.02%	353
2018 Q2	$86K	Buy	1,402 +1,120	+397%	+$70.2K	0.02%	358
2018 Q1	$17K	Sell	282 -33	-10%	-$2.05K	﹤0.01%	623
2017 Q4	$19K	Buy	315 +1	+0.3%	+$57	﹤0.01%	551
2017 Q3	$18K	Buy	314 +281	+852%	+$15.1K	0.01%	448
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	95
2017 Q1	$2K	Buy	+33	New	+$1.85K	﹤0.01%	92

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Wealthcare Advisory Partners's KRE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 56% in Q2 2026, buying an estimated $322K and bringing the position to 12,840 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #533.

Wealthcare Advisory Partners first reported a position in KRE in Q1 2017 and has held it in 26 quarters since. The position peaked at $4.65M in Q1 2023. 85 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Wealthcare Advisory Partners held 12,840 shares of State Street SPDR S&P Regional Banking ETF worth $961K as of Q2 2026.
Wealthcare Advisory Partners bought 4,608 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $322K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #533 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 26 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P Regional Banking ETF position peaked at $4.65M in Q1 2023.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.