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

Westview Investment 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	$3.83M	Sell	51,139 -4,578	-8%	-$320K	1.87%	20
2026 Q1	$3.63M	Sell	55,717 -6,182	-10%	-$418K	1.89%	21
2025 Q4	$4.01M	Buy	+61,899	New	+$3.89M	1.91%	19

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

Westview Investment Advisors's KRE Position: Q2 2026 in Review

Westview Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.2% in Q2 2026, selling an estimated $320K and leaving 51,139 shares worth $3.83M. The position accounts for 1.87% of the portfolio, ranked #20.

Westview Investment Advisors first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.01M in Q4 2025. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Westview Investment Advisors held 51,139 shares of State Street SPDR S&P Regional Banking ETF worth $3.83M as of Q2 2026.
Westview Investment Advisors sold 4,578 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $320K.
State Street SPDR S&P Regional Banking ETF made up 1.87% of Westview Investment Advisors's portfolio in Q2 2026, its #20 holding.
Westview Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
Westview Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $4.01M in Q4 2025.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.