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

Founders Financial Alliance’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	$32.6K	Buy	500 +300	+150%	+$20.3K	0.01%	545
2025 Q4	$13K	Sell	200 -2,354	-92%	-$148K	﹤0.01%	491
2025 Q3	$162K	Buy	2,554 +2,354	+1,177%	+$148K	0.03%	396
2025 Q2	$11.9K	Sell	200 -1,375	-87%	-$76.6K	﹤0.01%	451
2025 Q1	$89.5K	Buy	1,575 +375	+31%	+$22.8K	0.02%	393
2024 Q4	$72.4K	Hold	1,200	–	–	0.02%	352
2024 Q3	$67.9K	Sell	1,200 -650	-35%	-$35.7K	0.02%	368
2024 Q2	$90.8K	Hold	1,850	–	–	0.03%	329
2024 Q1	$93K	Buy	1,850 +850	+85%	+$41.9K	0.03%	329
2023 Q4	$52.4K	Buy	+1,000	New	+$44.7K	0.02%	336
2022 Q3	–	Sell	-1,125	Closed	-$65K	–	516
2022 Q2	$65K	Buy	+1,125	New	+$70.3K	0.03%	306
2021 Q1	–	Sell	-372	Closed	-$20K	–	477
2020 Q4	$20K	Buy	372 +1	+0.3%	+$46	0.01%	342
2020 Q3	$13K	Buy	+371	New	+$14K	0.01%	690

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

Founders Financial Alliance's KRE Position: Q1 2026 in Review

Founders Financial Alliance increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 150% in Q1 2026, buying an estimated $20.3K and bringing the position to 500 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #545.

Founders Financial Alliance first reported a position in KRE in Q3 2020 and has held it in 13 quarters since. The position peaked at $162K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Founders Financial Alliance held 500 shares of State Street SPDR S&P Regional Banking ETF worth $32.6K as of Q1 2026.
Founders Financial Alliance bought 300 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $20.3K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #545 holding.
Founders Financial Alliance first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2020 and has held it in 13 quarters since.
Founders Financial Alliance's State Street SPDR S&P Regional Banking ETF position peaked at $162K in Q3 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.