Independent Advisor Alliance’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Independent Advisor 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	–	Sell	-15,323	Closed	-$998K	–	1407
2026 Q1	$998K	Buy	+15,323	New	+$1.04M	0.01%	838
2025 Q1	–	Sell	-13,638	Closed	-$823K	–	1134
2024 Q4	$823K	Buy	+13,638	New	+$846K	0.01%	788
2024 Q1	–	Sell	-44,917	Closed	-$1.88M	–	720
2023 Q4	$1.88M	Hold	44,917	–	–	0.07%	218
2023 Q3	$1.88M	Buy	44,917 +2,506	+6%	+$112K	0.08%	202
2023 Q2	$1.73M	Buy	42,411 +24,734	+140%	+$1.01M	0.08%	219
2023 Q1	$775K	Buy	17,677 +13,460	+319%	+$764K	0.04%	333
2022 Q4	$248K	Sell	4,217 -10	-0.2%	-$615	0.09%	128
2022 Q3	$249K	Sell	4,227 -99	-2%	-$6.19K	0.01%	530
2022 Q2	$251K	Sell	4,326 -87	-2%	-$5.43K	0.01%	526
2022 Q1	$304K	Buy	4,413 +1,454	+49%	+$106K	0.01%	502
2021 Q4	$210K	Sell	2,959 -15	-0.5%	-$1.07K	0.01%	621
2021 Q3	$201K	Sell	2,974 -5,653	-66%	-$363K	0.01%	586
2021 Q2	$565K	Buy	8,627 +1,135	+15%	+$77.6K	0.03%	365
2021 Q1	$497K	Buy	+7,492	New	+$468K	0.03%	377
2020 Q1	–	Sell	-5,883	Closed	-$343K	–	666
2019 Q4	$343K	Buy	+5,883	New	+$326K	0.02%	645
2017 Q2	–	Sell	-8,315	Closed	-$442K	–	332
2017 Q1	$442K	Buy	+8,315	New	+$465K	0.07%	240

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

Independent Advisor Alliance's KRE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 15,323 shares — an estimated $998K sold.

Independent Advisor Alliance first reported a position in KRE in Q1 2017 and held it in 16 quarters. The position peaked at $1.88M in Q4 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 15,323 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $998K.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 16 quarters.
Independent Advisor Alliance's State Street SPDR S&P Regional Banking ETF position peaked at $1.88M in Q4 2023.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.