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 Q2	$3.62M	Buy	48,113 +2,831	+6%	+$198K	﹤0.01%	1334
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 $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

Jones Financial Companies's KRE Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.3% in Q2 2026, buying an estimated $198K and bringing the position to 48,113 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Jones Financial Companies first reported a position in KRE in Q3 2013 and has held it in 11 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Jones Financial Companies held 48,113 shares of State Street SPDR S&P Regional Banking ETF worth $3.62M as of Q2 2026.
Jones Financial Companies bought 2,831 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $198K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1334 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 11 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.