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

World 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	$2.87M	Sell	43,529 -813	-2%	-$56.9K	0.05%	389
2026 Q1	$2.89M	Sell	44,342 -3,027	-6%	-$205K	0.05%	387
2025 Q4	$3.07M	Buy	47,369 +679	+1%	+$42.7K	0.05%	365
2025 Q3	$2.96M	Sell	46,690 -2,277	-5%	-$144K	0.06%	325
2025 Q2	$2.91M	Buy	48,967 +5,974	+14%	+$333K	0.07%	309
2025 Q1	$2.44M	Buy	42,993 +6,291	+17%	+$382K	0.06%	319
2024 Q4	$2.21M	Buy	36,702 +8,079	+28%	+$501K	0.06%	310
2024 Q3	$1.62M	Sell	28,623 -480	-2%	-$26.3K	0.05%	330
2024 Q2	$1.43M	Buy	29,103 +14,184	+95%	+$684K	0.09%	211
2024 Q1	$1.38M	Sell	14,919 -9,642	-39%	-$476K	0.2%	108
2023 Q4	$1.29M	Buy	+24,561	New	+$1.1M	0.17%	117
2022 Q1	–	Sell	-2,942	Closed	-$220K	–	276
2021 Q4	$220K	Buy	+2,942	New	+$210K	0.05%	244
2021 Q3	–	Sell	-4,417	Closed	-$289K	–	259
2021 Q2	$289K	Sell	4,417 -2,037	-32%	-$139K	0.07%	194
2021 Q1	$452K	Buy	6,454 +1,204	+23%	+$75.1K	0.11%	125
2020 Q4	$321K	Buy	+5,250	New	+$240K	0.08%	153

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

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

World Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.8% in Q2 2026, selling an estimated $56.9K and leaving 43,529 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #389.

World Investment Advisors first reported a position in KRE in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

World Investment Advisors held 43,529 shares of State Street SPDR S&P Regional Banking ETF worth $2.87M as of Q2 2026.
World Investment Advisors sold 813 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $56.9K.
State Street SPDR S&P Regional Banking ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #389 holding.
World Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and has held it in 15 quarters since.
World Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $3.07M in Q4 2025.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.