Mather Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Mather Group’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	$9.52K	Hold	127	–	–	﹤0.01%	1509
2026 Q1	$8.28K	Buy	+127	New	+$8.58K	﹤0.01%	1492
2025 Q4	–	Sell	-127	Closed	-$8.05K	–	1191
2025 Q3	$8.05K	Buy	+127	New	+$8.01K	﹤0.01%	1304
2025 Q2	–	Sell	-126	Closed	-$7.18K	–	1217
2025 Q1	$7.18K	Buy	126 +1	+0.8%	+$61	﹤0.01%	1332
2024 Q4	$7.57K	Hold	125	–	–	﹤0.01%	1307
2024 Q3	$7.05K	Sell	125 -31	-20%	-$1.7K	﹤0.01%	1239
2024 Q2	$7.83K	Buy	+156	New	+$7.53K	﹤0.01%	1510
2019 Q2	–	Sell	-5,029	Closed	-$258K	–	73
2019 Q1	$258K	Sell	5,029 -6,147	-55%	-$328K	0.02%	62
2018 Q4	$523K	Sell	11,176 -3,856	-26%	-$206K	0.05%	58
2018 Q3	$893K	Sell	15,032 -50,540	-77%	-$3.15M	0.08%	44
2018 Q2	$4M	Sell	65,572 -179,390	-73%	-$11.2M	0.39%	19
2018 Q1	$14.8M	Buy	244,962 +13,532	+6%	+$840K	1.53%	19
2017 Q4	$13.6M	Buy	231,430 +15,660	+7%	+$900K	1.51%	19
2017 Q3	$12.2M	Buy	215,770 +12,813	+6%	+$688K	1.49%	19
2017 Q2	$11.2M	Buy	202,957 +22,382	+12%	+$1.2M	1.48%	20
2017 Q1	$9.86M	Buy	+180,575	New	+$10.1M	1.49%	16

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

Mather Group's KRE Position: Q2 2026 in Review

Mather Group held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 127 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Mather Group first reported a position in KRE in Q1 2017 and has held it in 16 quarters since. The position peaked at $14.8M in Q1 2018. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Mather Group held 127 shares of State Street SPDR S&P Regional Banking ETF worth $9.52K as of Q2 2026.
Mather Group 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 ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1509 holding.
Mather Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 16 quarters since.
Mather Group's State Street SPDR S&P Regional Banking ETF position peaked at $14.8M in Q1 2018.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.