Creative Planning
KRE icon

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

Creative 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
2023
Q3 		– Sell
-100
Closed -$2.15K – 2975
2023
Q2 		$2.15K Buy
+100
New +$4.1K ﹤0.01% 2595

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

Creative Planning's KRE Position: Q2 2026 in Review

Creative Planning reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.7% in Q2 2026, selling an estimated $123K and leaving 18,298 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Creative Planning first reported a position in KRE in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.07M in Q3 2017. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Creative Planning held 18,298 shares of State Street SPDR S&P Regional Banking ETF worth $1.37M as of Q2 2026.
  • Creative Planning sold 1,751 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $123K.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2390 holding.
  • Creative Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's State Street SPDR S&P Regional Banking ETF position peaked at $8.07M in Q3 2017.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.