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

Kerr Financial Planning’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	$90.2K	Buy	1,206 +206	+21%	+$14.4K	0.1%	143
2026 Q1	$70.4K	Buy	1,000 +2	+0.2%	+$135	0.05%	153
2025 Q4	$71.9K	Sell	998 -46	-4%	-$2.89K	0.1%	148
2025 Q3	$62.9K	Buy	+1,044	New	+$65.8K	0.09%	146

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

Kerr Financial Planning's KRE Position: Q2 2026 in Review

Kerr Financial Planning increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 21% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,206 shares worth $90.2K. The position accounts for 0.1% of the portfolio, ranked #143.

Kerr Financial Planning first reported a position in KRE in Q3 2025 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Kerr Financial Planning held 1,206 shares of State Street SPDR S&P Regional Banking ETF worth $90.2K as of Q2 2026.
Kerr Financial Planning bought 206 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR S&P Regional Banking ETF made up 0.1% of Kerr Financial Planning's portfolio in Q2 2026, its #143 holding.
Kerr Financial Planning first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 4 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.