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

Horizon Family 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	$766K	Sell	10,227 -7	-0.1%	-$490	0.35%	54
2026 Q1	$667K	Sell	10,234 -150	-1%	-$10.1K	0.35%	49
2025 Q4	$673K	Sell	10,384 -945	-8%	-$59.4K	0.36%	50
2025 Q3	$717K	Buy	11,329 +57	+0.5%	+$3.59K	0.41%	41
2025 Q2	$669K	Buy	11,272 +2,276	+25%	+$127K	0.41%	43
2025 Q1	$511K	Sell	8,996 -1,826	-17%	-$111K	0.34%	42
2024 Q4	$653K	Buy	+10,822	New	+$671K	0.43%	37

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

Horizon Family Wealth's KRE Position: Q2 2026 in Review

Horizon Family Wealth reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.07% in Q2 2026, selling an estimated $490 and leaving 10,227 shares worth $766K. The position accounts for 0.35% of the portfolio, ranked #54.

Horizon Family Wealth first reported a position in KRE in Q4 2024 and has held it in 7 quarters since. 546 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Horizon Family Wealth held 10,227 shares of State Street SPDR S&P Regional Banking ETF worth $766K as of Q2 2026.
Horizon Family Wealth sold 7 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $490.
State Street SPDR S&P Regional Banking ETF made up 0.35% of Horizon Family Wealth's portfolio in Q2 2026, its #54 holding.
Horizon Family Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and has held it in 7 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.