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 Q2	$37.4K	Hold	500	–	–	0.01%	587
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 $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

Founders Financial Alliance's KRE Position: Q2 2026 in Review

Founders Financial Alliance held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 500 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #587.

Founders Financial Alliance first reported a position in KRE in Q3 2020 and has held it in 14 quarters since. The position peaked at $162K in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Founders Financial Alliance held 500 shares of State Street SPDR S&P Regional Banking ETF worth $37.4K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #587 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 14 quarters since.
Founders Financial Alliance's State Street SPDR S&P Regional Banking ETF position peaked at $162K in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.