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

Westfield Capital 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	$923K	Buy	+12,330	New	+$863K	﹤0.01%	264
2018 Q4	–	Sell	-8,900	Closed	-$529K	–	255
2018 Q3	$529K	Hold	8,900	–	–	﹤0.01%	235
2018 Q2	$543K	Hold	8,900	–	–	﹤0.01%	233
2018 Q1	$537K	Hold	8,900	–	–	﹤0.01%	235
2017 Q4	$524K	Buy	+8,900	New	+$511K	﹤0.01%	232
2016 Q2	–	Sell	-20,050	Closed	-$755K	–	271
2016 Q1	$755K	Hold	20,050	–	–	0.01%	232
2015 Q4	$840K	Hold	20,050	–	–	0.01%	246
2015 Q3	$826K	Hold	20,050	–	–	0.01%	229
2015 Q2	$885K	Buy	+20,050	New	+$852K	0.01%	256

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

Westfield Capital Management's KRE Position: Q2 2026 in Review

Westfield Capital Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 12,330 shares worth $923K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Westfield Capital Management previously reported a position in KRE as recently as Q3 2018.

Westfield Capital Management first reported a position in KRE in Q2 2015 and has held it in 9 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Westfield Capital Management held 12,330 shares of State Street SPDR S&P Regional Banking ETF worth $923K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Westfield Capital Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Westfield Capital Management's portfolio in Q2 2026, its #264 holding.
Westfield Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2015 and has held it in 9 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.