Jim Simons’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Jim Simons’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	$35.1M	Buy	469,373 +327,473	+231%	+$22.9M	0.05%	461
2026 Q1	$9.24M	Buy	141,900 +24,600	+21%	+$1.66M	0.01%	1007
2025 Q4	$7.6M	Sell	117,300 -14,800	-11%	-$930K	0.01%	1060
2025 Q3	$8.36M	Buy	132,100 +93,900	+246%	+$5.92M	0.01%	1188
2025 Q2	$2.27M	Buy	+38,200	New	+$2.13M	﹤0.01%	2033
2023 Q4	–	Sell	-52,000	Closed	-$2.17M	–	3937
2023 Q3	$2.17M	Buy	+52,000	New	+$2.32M	﹤0.01%	1815
2022 Q4	–	Sell	-8,100	Closed	-$477K	–	4266
2022 Q3	$477K	Sell	8,100 -106,200	-93%	-$6.64M	﹤0.01%	2947
2022 Q2	$6.64M	Buy	+114,300	New	+$7.14M	0.01%	1353
2021 Q4	–	Sell	-4,700	Closed	-$318K	–	4082
2021 Q3	$318K	Buy	+4,700	New	+$302K	﹤0.01%	3063
2020 Q3	–	Sell	-18,000	Closed	-$691K	–	3532
2020 Q2	$691K	Sell	18,000 -7,300	-29%	-$267K	﹤0.01%	2734
2020 Q1	$825K	Buy	+25,300	New	+$1.24M	﹤0.01%	2517
2019 Q4	–	Sell	-27,300	Closed	-$1.44M	–	3633
2019 Q3	$1.44M	Sell	27,300 -7,600	-22%	-$397K	﹤0.01%	2438
2019 Q2	$1.86M	Buy	+34,900	New	+$1.86M	﹤0.01%	2359

Other funds holding KRE

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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Jim Simons's KRE Position: Q2 2026 in Review

Jim Simons increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 231% in Q2 2026, buying an estimated $22.9M and bringing the position to 469,373 shares worth $35.1M. The position accounts for 0.05% of the portfolio, ranked #461.

Jim Simons first reported a position in KRE in Q2 2019 and has held it in 13 quarters since. 438 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Jim Simons held 469,373 shares of State Street SPDR S&P Regional Banking ETF worth $35.1M as of Q2 2026.
Jim Simons bought 327,473 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $22.9M.
State Street SPDR S&P Regional Banking ETF made up 0.05% of Jim Simons's portfolio in Q2 2026, its #461 holding.
Jim Simons first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2019 and has held it in 13 quarters since.
438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.