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

DHJJ Financial Advisors’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 Q1	$391	Hold	6	–	–	﹤0.01%	920
2025 Q4	$389	Hold	6	–	–	﹤0.01%	880
2025 Q3	$380	Hold	6	–	–	﹤0.01%	853
2025 Q2	$357	Hold	6	–	–	﹤0.01%	839
2025 Q1	$342	Hold	6	–	–	﹤0.01%	791
2024 Q4	$363	Hold	6	–	–	﹤0.01%	756
2024 Q3	$340	Hold	6	–	–	﹤0.01%	743
2024 Q2	$295	Hold	6	–	–	﹤0.01%	709
2024 Q1	$302	Hold	6	–	–	﹤0.01%	695
2023 Q4	$315	Hold	6	–	–	﹤0.01%	673
2023 Q3	$251	Buy	+6	New	+$268	﹤0.01%	691

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

DHJJ Financial Advisors's KRE Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 6 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #920.

DHJJ Financial Advisors first reported a position in KRE in Q3 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

DHJJ Financial Advisors held 6 shares of State Street SPDR S&P Regional Banking ETF worth $391 as of Q1 2026.
DHJJ Financial Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #920 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.