IFG Advisory’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

IFG Advisory’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	$3.03M	Buy	+40,503	New	+$2.83M	0.11%	216
2026 Q1	–	Sell	-8,581	Closed	-$556K	–	657
2025 Q4	$556K	Buy	8,581 +189	+2%	+$11.9K	0.02%	485
2025 Q3	$531K	Buy	8,392 +947	+13%	+$59.7K	0.02%	481
2025 Q2	$442K	Sell	7,445 -16,862	-69%	-$939K	0.02%	494
2025 Q1	$1.38M	Buy	24,307 +1,467	+6%	+$89.2K	0.08%	271
2024 Q4	$1.38M	Buy	22,840 +9,623	+73%	+$597K	0.08%	253
2024 Q3	$748K	Sell	13,217 -1,541	-10%	-$84.6K	0.05%	298
2024 Q2	$725K	Sell	14,758 -45	-0.3%	-$2.17K	0.05%	342
2024 Q1	$744K	Sell	14,803 -2,262	-13%	-$112K	0.06%	278
2023 Q4	$895K	Sell	17,065 -94	-0.5%	-$4.2K	0.07%	263
2023 Q3	$717K	Buy	+17,159	New	+$765K	0.06%	274
2023 Q2	–	Sell	-5,404	Closed	-$237K	–	424
2023 Q1	$237K	Buy	+5,404	New	+$307K	0.02%	459

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

IFG Advisory's KRE Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 40,503 shares worth $3.03M. The stake represents 0.11% of the portfolio and ranks #216 among its holdings. This is a return to the name: IFG Advisory previously reported a position in KRE as recently as Q4 2025.

IFG Advisory first reported a position in KRE in Q1 2023 and has held it in 12 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

IFG Advisory held 40,503 shares of State Street SPDR S&P Regional Banking ETF worth $3.03M as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.11% of IFG Advisory's portfolio in Q2 2026, its #216 holding.
IFG Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 12 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.