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

Independent Financial Group’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 		$1.54M Buy
20,603
+6,055
+42% +$424K 0.03% 530
2026
Q1 		$948K Sell
14,548
-4,764
-25% -$322K 0.02% 646
2025
Q4 		$1.25M Buy
19,312
+2,658
+16% +$167K 0.03% 542
2025
Q3 		$1.05M Buy
16,654
+5,138
+45% +$324K 0.03% 582
2025
Q2 		$684K Sell
11,516
-33,448
-74% -$1.86M 0.02% 666
2025
Q1 		$2.56M Buy
44,964
+1,195
+3% +$72.6K 0.09% 230
2024
Q4 		$2.64M Buy
43,769
+2,967
+7% +$184K 0.09% 227
2024
Q3 		$2.31M Buy
40,802
+5,600
+16% +$307K 0.08% 244
2024
Q2 		$1.73M Sell
35,202
-62,053
-64% -$2.99M 0.07% 260
2024
Q1 		$4.89M Sell
97,255
-9,633
-9% -$475K 0.22% 94
2023
Q4 		$5.6M Buy
106,888
+38,276
+56% +$1.71M 0.3% 71
2023
Q3 		$2.87M Sell
68,612
-27,932
-29% -$1.25M 0.19% 115
2023
Q2 		$3.94M Buy
96,544
+61,651
+177% +$2.53M 0.27% 77
2023
Q1 		$1.53M Buy
34,893
+22,148
+174% +$1.26M 0.12% 190
2022
Q4 		$749K Sell
12,745
-250
-2% -$15.4K 0.06% 321
2022
Q3 		$765K Sell
12,995
-9,243
-42% -$578K 0.07% 290
2022
Q2 		$1.29M Sell
22,238
-3,979
-15% -$248K 0.14% 167
2022
Q1 		$1.81M Buy
26,217
+6,986
+36% +$509K 0.15% 142
2021
Q4 		$1.36M Buy
19,231
+16,236
+542% +$1.16M 0.11% 185
2021
Q3 		$203K Buy
+2,995
New +$193K 0.02% 669

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Financial Group's KRE Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 42% in Q2 2026, buying an estimated $424K and bringing the position to 20,603 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #530.

Independent Financial Group first reported a position in KRE in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.6M in Q4 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Independent Financial Group held 20,603 shares of State Street SPDR S&P Regional Banking ETF worth $1.54M as of Q2 2026.
  • Independent Financial Group bought 6,055 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $424K.
  • State Street SPDR S&P Regional Banking ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #530 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $5.6M 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.