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

Intrepid Financial Planning 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 		$1.48M Sell
19,754
-379
-2% -$26.5K 0.5% 46
2026
Q1 		$1.31M Buy
20,133
+83
+0.4% +$5.61K 0.53% 45
2025
Q4 		$1.3M Buy
20,050
+450
+2% +$28.3K 0.49% 48
2025
Q3 		$1.24M Buy
19,600
+207
+1% +$13.1K 0.47% 49
2025
Q2 		$1.15M Sell
19,393
-832
-4% -$46.3K 0.48% 50
2025
Q1 		$1.15M Sell
20,225
-1,205
-6% -$73.2K 0.53% 42
2024
Q4 		$1.29M Sell
21,430
-561
-3% -$34.8K 0.55% 43
2024
Q3 		$1.24M Sell
21,991
-594
-3% -$32.6K 0.53% 44
2024
Q2 		$1.11M Sell
22,585
-25,355
-53% -$1.22M 0.48% 45
2024
Q1 		$2.41M Sell
47,940
-4,176
-8% -$206K 1.04% 24
2023
Q4 		$2.73M Sell
52,116
-5,236
-9% -$234K 1.31% 19
2023
Q3 		$2.4M Sell
57,352
-2,452
-4% -$109K 1.24% 20
2023
Q2 		$2.44M Sell
59,804
-5,435
-8% -$223K 1.17% 21
2023
Q1 		$2.86M Sell
65,239
-1,325
-2% -$75.2K 1.44% 18
2022
Q4 		$3.91M Sell
66,564
-4,748
-7% -$292K 2.12% 13
2022
Q3 		$4.2M Sell
71,312
-789
-1% -$49.3K 2.39% 10
2022
Q2 		$4.19M Buy
+72,101
New +$4.5M 2.3% 10

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

Intrepid Financial Planning Group's KRE Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.9% in Q2 2026, selling an estimated $26.5K and leaving 19,754 shares worth $1.48M. The position accounts for 0.5% of the portfolio, ranked #46.

Intrepid Financial Planning Group first reported a position in KRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.2M in Q3 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Intrepid Financial Planning Group held 19,754 shares of State Street SPDR S&P Regional Banking ETF worth $1.48M as of Q2 2026.
  • Intrepid Financial Planning Group sold 379 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $26.5K.
  • State Street SPDR S&P Regional Banking ETF made up 0.5% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #46 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and has held it in 17 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR S&P Regional Banking ETF position peaked at $4.2M in Q3 2022.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.