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

Key Financial Inc’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	$136K	Hold	1,815	–	–	0.02%	368
2026 Q1	$118K	Hold	1,815	–	–	0.02%	376
2025 Q4	$118K	Sell	1,815 -100	-5%	-$6.28K	0.02%	369
2025 Q3	$121K	Hold	1,915	–	–	0.02%	362
2025 Q2	$114K	Hold	1,915	–	–	0.02%	357
2025 Q1	$109K	Hold	1,915	–	–	0.02%	344
2024 Q4	$116K	Buy	1,915 +55	+3%	+$3.41K	0.03%	328
2024 Q3	$105K	Hold	1,860	–	–	0.02%	343
2024 Q2	$91.3K	Buy	1,860 +1,760	+1,760%	+$84.9K	0.02%	351
2024 Q1	$5.03K	Hold	100	–	–	﹤0.01%	942
2023 Q4	$5.24K	Sell	100 -72	-42%	-$3.22K	﹤0.01%	915
2023 Q3	$7.18K	Hold	172	–	–	﹤0.01%	810
2023 Q2	$7.02K	Hold	172	–	–	﹤0.01%	820
2023 Q1	$7.54K	Hold	172	–	–	﹤0.01%	738
2022 Q4	$10.1K	Hold	172	–	–	﹤0.01%	629
2022 Q3	$10K	Hold	172	–	–	﹤0.01%	630
2022 Q2	$10K	Hold	172	–	–	0.01%	634
2022 Q1	$12K	Buy	172 +72	+72%	+$5.25K	0.01%	592
2021 Q4	$7K	Buy	+100	New	+$7.15K	﹤0.01%	656

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

Key Financial Inc's KRE Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 1,815 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #368.

Key Financial Inc first reported a position in KRE in Q4 2021 and has held it in 19 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Key Financial Inc held 1,815 shares of State Street SPDR S&P Regional Banking ETF worth $136K as of Q2 2026.
Key Financial Inc left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #368 holding.
Key Financial Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 19 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.