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

Jones Financial Companies’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 Q1	$2.87M	Buy	45,282 +282	+0.6%	+$19.1K	﹤0.01%	1283
2025 Q4	$2.92M	Buy	45,000 +1,009	+2%	+$63.4K	﹤0.01%	825
2025 Q3	$2.82M	Buy	43,991 +4,037	+10%	+$255K	﹤0.01%	754
2025 Q2	$2.38M	Buy	39,954 +13,024	+48%	+$725K	﹤0.01%	704
2025 Q1	$1.52M	Buy	26,930 +11,559	+75%	+$702K	﹤0.01%	733
2024 Q4	$928K	Buy	15,371 +10,110	+192%	+$627K	﹤0.01%	768
2024 Q3	$294K	Buy	5,261 +4,010	+321%	+$220K	﹤0.01%	1008
2024 Q2	$61.4K	Buy	1,251 +1,128	+917%	+$54.4K	﹤0.01%	1178
2024 Q1	$6.19K	Buy	+123	New	+$6.07K	﹤0.01%	1142
2013 Q4	–	Sell	-167	Closed	-$6K	–	401
2013 Q3	$6K	Buy	+167	New	+$6.03K	﹤0.01%	567

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jones Financial Companies's KRE Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.63% in Q1 2026, buying an estimated $19.1K and bringing the position to 45,282 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Jones Financial Companies first reported a position in KRE in Q3 2013 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Jones Financial Companies held 45,282 shares of State Street SPDR S&P Regional Banking ETF worth $2.87M as of Q1 2026.
Jones Financial Companies bought 282 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $19.1K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1283 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2013 and has held it in 10 quarters since.
Jones Financial Companies's State Street SPDR S&P Regional Banking ETF position peaked at $2.92M in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.