Whittier Trust’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Whittier Trust’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 Q1	$290K	Sell	4,359 -15	-0.3%	-$1.01K	﹤0.01%	520
2025 Q4	$294K	Hold	4,374	–	–	﹤0.01%	531
2025 Q3	$278K	Buy	4,374 +1,358	+45%	+$85.6K	﹤0.01%	526
2025 Q2	$179K	Sell	3,016 -15	-0.5%	-$835	﹤0.01%	679
2025 Q1	$172K	Sell	3,031 -587	-16%	-$35.7K	﹤0.01%	675
2024 Q4	$218K	Buy	3,618 +2,950	+442%	+$183K	﹤0.01%	647
2024 Q3	$37.8K	Hold	668	–	–	﹤0.01%	984
2024 Q2	$32.8K	Sell	668 -534	-44%	-$25.8K	﹤0.01%	993
2024 Q1	$60.4K	Hold	1,202	–	–	﹤0.01%	891
2023 Q4	$63K	Hold	1,202	–	–	﹤0.01%	868
2023 Q3	$50.2K	Hold	1,202	–	–	﹤0.01%	922
2023 Q2	$49.1K	Buy	1,202 +92	+8%	+$3.77K	﹤0.01%	935
2023 Q1	$48.7K	Sell	1,110 -207	-16%	-$11.7K	﹤0.01%	968
2022 Q4	$77.4K	Hold	1,317	–	–	﹤0.01%	878
2022 Q3	$78K	Hold	1,317	–	–	﹤0.01%	866
2022 Q2	$77K	Hold	1,317	–	–	﹤0.01%	866
2022 Q1	$91K	Sell	1,317 -36	-3%	-$2.62K	﹤0.01%	841
2021 Q4	$96K	Sell	1,353 -103	-7%	-$7.37K	﹤0.01%	831
2021 Q3	$99K	Buy	1,456 +36	+3%	+$2.31K	﹤0.01%	783
2021 Q2	$93K	Hold	1,420	–	–	﹤0.01%	817
2021 Q1	$94K	Buy	1,420 +995	+234%	+$62.1K	﹤0.01%	790
2020 Q4	$22K	Sell	425 -1,005	-70%	-$46K	﹤0.01%	1026
2020 Q3	$51K	Hold	1,430	–	–	﹤0.01%	825
2020 Q2	$55K	Hold	1,430	–	–	﹤0.01%	778
2020 Q1	$47K	Buy	1,430 +1,100	+333%	+$53.8K	﹤0.01%	827
2019 Q4	$19K	Hold	330	–	–	﹤0.01%	1033
2019 Q3	$17K	Buy	330 +20	+6%	+$1.04K	﹤0.01%	1051
2019 Q2	$17K	Hold	310	–	–	﹤0.01%	987
2019 Q1	$16K	Hold	310	–	–	﹤0.01%	989
2018 Q4	$15K	Hold	310	–	–	﹤0.01%	1018
2018 Q3	$18K	Hold	310	–	–	﹤0.01%	963
2018 Q2	$19K	Hold	310	–	–	﹤0.01%	937
2018 Q1	$19K	Hold	310	–	–	﹤0.01%	951
2017 Q4	$18K	Hold	310	–	–	﹤0.01%	945
2017 Q3	$18K	Hold	310	–	–	﹤0.01%	917
2017 Q2	$17K	Hold	310	–	–	﹤0.01%	913
2017 Q1	$17K	Hold	310	–	–	﹤0.01%	920
2016 Q4	$17K	Hold	310	–	–	﹤0.01%	909
2016 Q3	$13K	Hold	310	–	–	﹤0.01%	934
2016 Q2	$12K	Hold	310	–	–	﹤0.01%	957
2016 Q1	$12K	Hold	310	–	–	﹤0.01%	943
2015 Q4	$13K	Hold	310	–	–	﹤0.01%	930
2015 Q3	$13K	Hold	310	–	–	﹤0.01%	916
2015 Q2	$14K	Hold	310	–	–	﹤0.01%	966
2015 Q1	$13K	Hold	310	–	–	﹤0.01%	970
2014 Q4	$13K	Hold	310	–	–	﹤0.01%	842
2014 Q3	$12K	Hold	310	–	–	﹤0.01%	838
2014 Q2	$12K	Hold	310	–	–	﹤0.01%	839
2014 Q1	$13K	Hold	310	–	–	﹤0.01%	856
2013 Q4	$13K	Hold	310	–	–	﹤0.01%	864
2013 Q3	$11K	Hold	310	–	–	﹤0.01%	883
2013 Q2	$11K	Buy	+310	New	+$9.91K	﹤0.01%	875

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Whittier Trust's KRE Position: Q1 2026 in Review

Whittier Trust reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.34% in Q1 2026, selling an estimated $1.01K and leaving 4,359 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Whittier Trust first reported a position in KRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $294K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Whittier Trust held 4,359 shares of State Street SPDR S&P Regional Banking ETF worth $290K as of Q1 2026.
Whittier Trust sold 15 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $1.01K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #520 holding.
Whittier Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's State Street SPDR S&P Regional Banking ETF position peaked at $294K in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.