Action Point Financial Planning’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Action Point Financial Planning’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	$24.5K	Buy	+330	New	+$23.1K	﹤0.01%	1056

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

Action Point Financial Planning's KRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 330 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Action Point Financial Planning held 330 shares of State Street SPDR S&P Regional Banking ETF worth $24.5K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1056 holding.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.