Bright Futures Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bright Futures Wealth Management’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	$453K	Buy	6,047 +2,282	+61%	+$160K	0.29%	104
2026 Q1	$245K	Sell	3,765 -50,269	-93%	-$3.4M	0.17%	148
2025 Q4	$3.5M	Buy	54,034 +982	+2%	+$61.7K	2.59%	3
2025 Q3	$3.36M	Buy	+53,052	New	+$3.34M	2.62%	5
2025 Q1	$2.67M	Sell	52,573 -4,755	-8%	-$289K	2.93%	6
2024 Q4	$3.65M	Sell	57,328 -18,560	-24%	-$1.15M	3.24%	1
2024 Q3	$4.54M	Sell	75,888 -13,523	-15%	-$742K	2.19%	4
2024 Q2	$4.81M	Buy	89,411 +4,399	+5%	+$212K	2.61%	3
2024 Q1	$4.05M	Buy	+85,012	New	+$4.2M	2.19%	4

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

Bright Futures Wealth Management's KRE Position: Q2 2026 in Review

Bright Futures Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 61% in Q2 2026, buying an estimated $160K and bringing the position to 6,047 shares worth $453K. The position accounts for 0.29% of the portfolio, ranked #104.

Bright Futures Wealth Management first reported a position in KRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.81M in Q2 2024. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Bright Futures Wealth Management held 6,047 shares of State Street SPDR S&P Regional Banking ETF worth $453K as of Q2 2026.
Bright Futures Wealth Management bought 2,282 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $160K.
State Street SPDR S&P Regional Banking ETF made up 0.29% of Bright Futures Wealth Management's portfolio in Q2 2026, its #104 holding.
Bright Futures Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $4.81M in Q2 2024.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.