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

Focus Partners Wealth’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	$669K	Sell	8,939 -3,153	-26%	-$221K	﹤0.01%	1821
2026 Q1	$788K	Sell	12,092 -698	-5%	-$47.2K	﹤0.01%	1714
2025 Q4	$829K	Buy	12,790 +7,562	+145%	+$475K	﹤0.01%	1715
2025 Q3	$331K	Buy	5,228 +45	+0.9%	+$2.84K	﹤0.01%	1799
2025 Q2	$308K	Sell	5,183 -122	-2%	-$6.79K	﹤0.01%	1663
2025 Q1	$302K	Sell	5,305 -2,712	-34%	-$165K	﹤0.01%	1569
2024 Q4	$484K	Buy	+8,017	New	+$497K	﹤0.01%	1345
2024 Q3	–	Sell	-13,122	Closed	-$644K	–	1655
2024 Q2	$644K	Buy	+13,122	New	+$633K	﹤0.01%	894
2024 Q1	–	Sell	-18,675	Closed	-$979K	–	996
2023 Q4	$979K	Buy	+18,675	New	+$835K	0.01%	455

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

Focus Partners Wealth's KRE Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 26% in Q2 2026, selling an estimated $221K and leaving 8,939 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Focus Partners Wealth first reported a position in KRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $979K in Q4 2023. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Focus Partners Wealth held 8,939 shares of State Street SPDR S&P Regional Banking ETF worth $669K as of Q2 2026.
Focus Partners Wealth sold 3,153 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $221K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1821 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 9 quarters since.
Focus Partners Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $979K in Q4 2023.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.