Michelson Medical Research Foundation’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Michelson Medical Research Foundation’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	$4.75M	Hold	63,510	–	–	4.39%	9
2026 Q1	$4.14M	Hold	63,510	–	–	4.2%	9
2025 Q4	$4.12M	Hold	63,510	–	–	4.13%	9
2025 Q3	$4.02M	Hold	63,510	–	–	3.5%	11
2025 Q2	$3.77M	Sell	63,510 -13,590	-18%	-$757K	3.62%	11
2025 Q1	$4.38M	Hold	77,100	–	–	3.67%	10
2024 Q4	$4.65M	Sell	77,100 -37,600	-33%	-$2.33M	3.9%	10
2024 Q3	$6.49M	Hold	114,700	–	–	4.58%	8
2024 Q2	$5.63M	Hold	114,700	–	–	4.84%	8
2024 Q1	$5.77M	Hold	114,700	–	–	3.5%	11
2023 Q4	$6.01M	Hold	114,700	–	–	3.97%	10
2023 Q3	$4.79M	Buy	+114,700	New	+$5.11M	3.23%	11

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

Michelson Medical Research Foundation's KRE Position: Q2 2026 in Review

Michelson Medical Research Foundation held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 63,510 shares worth $4.75M. The position accounts for 4.39% of the portfolio, ranked #9.

Michelson Medical Research Foundation first reported a position in KRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.49M in Q3 2024. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Michelson Medical Research Foundation held 63,510 shares of State Street SPDR S&P Regional Banking ETF worth $4.75M as of Q2 2026.
Michelson Medical Research Foundation 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 4.39% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #9 holding.
Michelson Medical Research Foundation first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 12 quarters since.
Michelson Medical Research Foundation's State Street SPDR S&P Regional Banking ETF position peaked at $6.49M in Q3 2024.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.