IFP Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

IFP Advisors’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	$370K	Sell	4,937 -4,769	-49%	-$334K	0.01%	1187
2026 Q1	$632K	Sell	9,706 -7,344	-43%	-$496K	0.01%	871
2025 Q4	$1.11M	Buy	17,050 +390	+2%	+$24.5K	0.02%	616
2025 Q3	$1.05M	Buy	16,660 +60	+0.4%	+$3.78K	0.03%	582
2025 Q2	$986K	Sell	16,600 -574	-3%	-$32K	0.03%	587
2025 Q1	$976K	Buy	17,174 +164	+1%	+$9.97K	0.03%	556
2024 Q4	$1.03M	Buy	17,010 +1,408	+9%	+$87.3K	0.03%	518
2024 Q3	$883K	Buy	15,602 +3,765	+32%	+$207K	0.03%	508
2024 Q2	$581K	Buy	11,837 +2,030	+21%	+$97.9K	0.02%	610
2024 Q1	$493K	Buy	9,807 +7,288	+289%	+$360K	0.02%	614
2023 Q4	$132K	Buy	2,519 +1,725	+217%	+$77.1K	0.01%	1140
2023 Q3	$33.2K	Sell	794 -5,908	-88%	-$263K	﹤0.01%	1734
2023 Q2	$274K	Sell	6,702 -1,627	-20%	-$66.8K	0.01%	872
2023 Q1	$509K	Sell	8,329 -10,462	-56%	-$593K	0.02%	605
2022 Q4	$1.16M	Sell	18,791 -1,788	-9%	-$110K	0.03%	567
2022 Q3	$1.26M	Buy	20,579 +9,694	+89%	+$606K	0.03%	562
2022 Q2	$661K	Hold	10,885	–	–	0.02%	721
2022 Q1	$661K	Buy	10,885 +3,630	+50%	+$264K	0.02%	721
2021 Q4	$531K	Buy	7,255 +1,693	+30%	+$121K	0.01%	568
2021 Q3	$393K	Buy	5,562 +774	+16%	+$49.8K	0.01%	669
2021 Q2	$327K	Buy	4,788 +987	+26%	+$67.5K	0.01%	688
2021 Q1	$254K	Buy	3,801 +571	+18%	+$35.6K	﹤0.01%	735
2020 Q4	$167K	Buy	3,230 +1,290	+66%	+$59K	0.01%	889
2020 Q3	$70K	Sell	1,940 -404	-17%	-$15.2K	﹤0.01%	1154
2020 Q2	$90K	Sell	2,344 -79	-3%	-$2.89K	0.01%	964
2020 Q1	$85K	Sell	2,423 -759	-24%	-$37.2K	0.01%	899
2019 Q4	$185K	Sell	3,182 -77	-2%	-$4.27K	0.01%	686
2019 Q3	$173K	Buy	+3,259	New	+$170K	0.01%	821
2019 Q1	$715K	Sell	13,936 -13,187	-49%	-$704K	0.1%	217
2018 Q4	$1.26M	Sell	27,123 -20,074	-43%	-$1.07M	0.08%	287
2018 Q3	$2.8M	Buy	47,197 +789	+2%	+$49.2K	0.11%	197
2018 Q2	$2.83M	Buy	46,408 +11,033	+31%	+$692K	0.12%	191
2018 Q1	$2.08M	Hold	35,375	–	–	0.09%	229
2017 Q4	$2.08M	Sell	35,375 -520	-1%	-$29.9K	0.09%	230
2017 Q3	$2.04M	Sell	35,895 -31,768	-47%	-$1.71M	0.08%	261
2017 Q2	$3.72M	Sell	67,663 -7,756	-10%	-$417K	0.16%	140
2017 Q1	$4.12M	Buy	75,419 +46,431	+160%	+$2.6M	0.18%	121
2016 Q4	$1.61M	Buy	28,988 +18,970	+189%	+$929K	0.08%	279
2016 Q3	$423K	Buy	10,018 +198	+2%	+$8.11K	0.02%	629
2016 Q2	$377K	Sell	9,820 -4,116	-30%	-$163K	0.02%	658
2016 Q1	$715K	Sell	13,936 -1,297	-9%	-$47.7K	0.1%	217
2015 Q4	$639K	Buy	+15,233	New	+$659K	0.04%	424

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

IFP Advisors's KRE Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 49% in Q2 2026, selling an estimated $334K and leaving 4,937 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1187.

IFP Advisors first reported a position in KRE in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.12M in Q1 2017. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

IFP Advisors held 4,937 shares of State Street SPDR S&P Regional Banking ETF worth $370K as of Q2 2026.
IFP Advisors sold 4,769 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $334K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1187 holding.
IFP Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $4.12M in Q1 2017.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.