Wealthspire Advisors (New York)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Wealthspire Advisors (New York)’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	$1.1M	Buy	+14,720	New	+$1.03M	0.01%	538
2025 Q4	–	Sell	-949	Closed	-$60.1K	–	2026
2025 Q3	$60.1K	Buy	+949	New	+$59.8K	﹤0.01%	1174

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

Wealthspire Advisors (New York)'s KRE Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 14,720 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in KRE as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in KRE in Q3 2025 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Wealthspire Advisors (New York) held 14,720 shares of State Street SPDR S&P Regional Banking ETF worth $1.1M as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #538 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 2 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.