Winch Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Winch Advisory Services’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	$19.3K	Buy	258 +1	+0.4%	+$70	﹤0.01%	264
2026 Q1	$16.7K	Buy	257 +2	+0.8%	+$135	﹤0.01%	262
2025 Q4	$16.5K	Buy	255 +1	+0.4%	+$63	﹤0.01%	262
2025 Q3	$16.1K	Buy	254 +2	+0.8%	+$126	﹤0.01%	259
2025 Q2	$15K	Buy	252 +2	+0.8%	+$111	﹤0.01%	256
2025 Q1	$14.2K	Buy	250 +1	+0.4%	+$61	﹤0.01%	252
2024 Q4	$15K	Sell	249 -468	-65%	-$29K	﹤0.01%	252
2024 Q3	$40.6K	Buy	717 +2	+0.3%	+$110	0.01%	171
2024 Q2	$35.1K	Sell	715 -891	-55%	-$43K	0.01%	173
2024 Q1	$80.7K	Buy	1,606 +9	+0.6%	+$444	0.02%	118
2023 Q4	$83.7K	Buy	1,597 +9	+0.6%	+$402	0.03%	113
2023 Q3	$66K	Sell	1,588 -49	-3%	-$2.19K	0.02%	120
2023 Q2	$67K	Buy	1,637 +1,362	+495%	+$55.9K	0.02%	115
2023 Q1	$12K	Buy	+275	New	+$15.6K	﹤0.01%	230
2022 Q2	–	Sell	-23	Closed	-$2K	–	455
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	383
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	403
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	413
2021 Q2	$2K	Buy	+23	New	+$1.57K	﹤0.01%	421
2018 Q2	–	Sell	-257	Closed	-$16K	–	357
2018 Q1	$16K	Sell	257 -94	-27%	-$5.84K	0.01%	167
2017 Q4	$21K	Buy	351 +256	+269%	+$14.7K	0.01%	142
2017 Q3	$5K	Sell	95 -5,357	-98%	-$288K	﹤0.01%	207
2017 Q2	$300K	Hold	5,452	–	–	0.19%	67
2017 Q1	$298K	Hold	5,452	–	–	0.19%	68
2016 Q4	$303K	Buy	+5,452	New	+$267K	0.21%	60
2015 Q3	–	Sell	-121,447	Closed	-$5.36M	–	258
2015 Q2	$5.36M	Buy	+121,447	New	+$5.16M	2.93%	7

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

Winch Advisory Services's KRE Position: Q2 2026 in Review

Winch Advisory Services increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.39% in Q2 2026, buying an estimated $70 and bringing the position to 258 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Winch Advisory Services first reported a position in KRE in Q2 2015 and has held it in 25 quarters since. The position peaked at $5.36M in Q2 2015. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Winch Advisory Services held 258 shares of State Street SPDR S&P Regional Banking ETF worth $19.3K as of Q2 2026.
Winch Advisory Services bought 1 State Street SPDR S&P Regional Banking ETF share in Q2 2026, an estimated $70.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #264 holding.
Winch Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2015 and has held it in 25 quarters since.
Winch Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $5.36M in Q2 2015.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.