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

Whitener 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	$224K	Buy	+2,990	New	+$209K	0.05%	171
2025 Q1	–	Sell	-4,215	Closed	-$254K	–	156
2024 Q4	$254K	Sell	4,215 -2,150	-34%	-$133K	0.07%	137
2024 Q3	$360K	Sell	6,365 -30	-0.5%	-$1.65K	0.1%	124
2024 Q2	$314K	Sell	6,395 -790	-11%	-$38.1K	0.1%	125
2024 Q1	$361K	Buy	+7,185	New	+$355K	0.12%	112

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

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

Whitener Capital Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,990 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Whitener Capital Management previously reported a position in KRE as recently as Q4 2024.

Whitener Capital Management first reported a position in KRE in Q1 2024 and has held it in 5 quarters since. The position peaked at $361K in Q1 2024. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Whitener Capital Management held 2,990 shares of State Street SPDR S&P Regional Banking ETF worth $224K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Whitener Capital Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.05% of Whitener Capital Management's portfolio in Q2 2026, its #171 holding.
Whitener Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 5 quarters since.
Whitener Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $361K in Q1 2024.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.