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

Bullock 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	$10.9K	Hold	143	–	–	﹤0.01%	430
2026 Q1	$9.4K	Hold	143	–	–	﹤0.01%	428
2025 Q4	$9.25K	Hold	143	–	–	﹤0.01%	415
2025 Q3	$8.99K	Hold	143	–	–	﹤0.01%	433
2025 Q2	$8.77K	Hold	143	–	–	﹤0.01%	407
2025 Q1	$8.05K	Hold	143	–	–	﹤0.01%	408
2024 Q4	$8.61K	Hold	143	–	–	0.01%	409
2024 Q3	$7.81K	Hold	143	–	–	﹤0.01%	400
2024 Q2	$6.97K	Hold	143	–	–	﹤0.01%	385
2024 Q1	$7.04K	Buy	+143	New	+$7.06K	﹤0.01%	387

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

Bullock Wealth Management's KRE Position: Q2 2026 in Review

Bullock Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 143 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Bullock Wealth Management first reported a position in KRE in Q1 2024 and has held it in 10 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Bullock Wealth Management held 143 shares of State Street SPDR S&P Regional Banking ETF worth $10.9K as of Q2 2026.
Bullock Wealth Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #430 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 10 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.