XF
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XML Financial’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

XML Financial’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 		$298K Sell
3,984
-26
-0.6% -$1.82K 0.02% 371
2026
Q1 		$261K Sell
4,010
-23
-0.6% -$1.55K 0.02% 360
2025
Q4 		$261K Sell
4,033
-2,165
-35% -$136K 0.02% 361
2025
Q3 		$392K Buy
6,198
+34
+0.6% +$2.14K 0.03% 281
2025
Q2 		$366K Sell
6,164
-445
-7% -$24.8K 0.03% 283
2025
Q1 		$376K Sell
6,609
-2,205
-25% -$134K 0.04% 260
2024
Q4 		$532K Buy
8,814
+55
+0.6% +$3.41K 0.05% 224
2024
Q3 		$496K Buy
8,759
+3,268
+60% +$179K 0.05% 233
2024
Q2 		$270K Buy
5,491
+39
+0.7% +$1.88K 0.03% 286
2024
Q1 		$274K Buy
5,452
+3
+0.1% +$148 0.03% 291
2023
Q4 		$286K Buy
5,449
+73
+1% +$3.26K 0.03% 269
2023
Q3 		$225K Sell
5,376
-7,060
-57% -$315K 0.03% 288
2023
Q2 		$508K Buy
12,436
+1,238
+11% +$50.8K 0.06% 214
2023
Q1 		$491K Buy
+11,198
New +$635K 0.06% 206

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

XML Financial's KRE Position: Q2 2026 in Review

XML Financial reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.65% in Q2 2026, selling an estimated $1.82K and leaving 3,984 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #371.

XML Financial first reported a position in KRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $532K in Q4 2024. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • XML Financial held 3,984 shares of State Street SPDR S&P Regional Banking ETF worth $298K as of Q2 2026.
  • XML Financial sold 26 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.82K.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #371 holding.
  • XML Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 14 quarters since.
  • XML Financial's State Street SPDR S&P Regional Banking ETF position peaked at $532K in Q4 2024.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.