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

Wellspring Financial 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	$204K	Buy	+2,720	New	+$190K	0.01%	264

Other funds holding KRE

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

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

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

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

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

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

Wellspring Financial Advisors's KRE Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,720 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

137 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Wellspring Financial Advisors held 2,720 shares of State Street SPDR S&P Regional Banking ETF worth $204K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Wellspring Financial Advisors position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #264 holding.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.