BFC Planning, Inc.’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

BFC Planning, Inc.’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	$7.26K	Hold	97	–	–	﹤0.01%	2524
2026 Q1	$6.32K	Sell	97 -407	-81%	-$27.5K	﹤0.01%	2223
2025 Q4	$32.6K	Buy	504 +407	+420%	+$25.6K	﹤0.01%	1538
2025 Q3	$6.14K	Hold	97	–	–	﹤0.01%	2122
2025 Q2	$5.76K	Sell	97 -20	-17%	-$1.11K	﹤0.01%	2009
2025 Q1	$6.65K	Hold	117	–	–	﹤0.01%	1917
2024 Q4	$7.06K	Buy	+117	New	+$7.26K	﹤0.01%	1900

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 $308B AUM 40.94% 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 $313B AUM 26.62% 1-Year Est. Return

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

BFC Planning, Inc.'s KRE Position: Q2 2026 in Review

BFC Planning, Inc. held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 97 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

BFC Planning, Inc. first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.6K in Q4 2025. 549 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

BFC Planning, Inc. held 97 shares of State Street SPDR S&P Regional Banking ETF worth $7.26K as of Q2 2026.
BFC Planning, Inc. 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 BFC Planning, Inc.'s portfolio in Q2 2026, its #2524 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P Regional Banking ETF position peaked at $32.6K in Q4 2025.
549 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.