Western Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Western Wealth Management’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	$225K	Sell	3,002 -70	-2%	-$4.9K	0.01%	933
2026 Q1	$200K	Sell	3,072 -170	-5%	-$11.5K	0.01%	929
2025 Q4	$210K	Buy	+3,242	New	+$204K	0.01%	791
2024 Q1	–	Sell	-4,566	Closed	-$239K	–	687
2023 Q4	$239K	Buy	+4,566	New	+$204K	0.02%	611
2022 Q4	–	Sell	-4,103	Closed	-$242K	–	712
2022 Q3	$242K	Buy	+4,103	New	+$257K	0.01%	701
2021 Q2	–	Sell	-4,111	Closed	-$273K	–	628
2021 Q1	$273K	Buy	+4,111	New	+$257K	0.04%	425

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

Western Wealth Management's KRE Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.3% in Q2 2026, selling an estimated $4.9K and leaving 3,002 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #933.

Western Wealth Management first reported a position in KRE in Q1 2021 and has held it in 6 quarters since. The position peaked at $273K in Q1 2021. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Western Wealth Management held 3,002 shares of State Street SPDR S&P Regional Banking ETF worth $225K as of Q2 2026.
Western Wealth Management sold 70 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $4.9K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #933 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 6 quarters since.
Western Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $273K in Q1 2021.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.