Money Concepts Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Money Concepts Capital’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	$290K	Buy	3,875 +117	+3%	+$8.19K	0.01%	523
2026 Q1	$245K	Buy	+3,758	New	+$254K	0.01%	503
2023 Q1	–	Sell	-487	Closed	-$28.6K	–	1820
2022 Q4	$28.6K	Buy	+487	New	+$30K	﹤0.01%	1498
2022 Q2	–	Sell	-292	Closed	-$20K	–	2099
2022 Q1	$20K	Buy	+292	New	+$21.3K	﹤0.01%	1613

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

Money Concepts Capital's KRE Position: Q2 2026 in Review

Money Concepts Capital increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3.1% in Q2 2026, buying an estimated $8.19K and bringing the position to 3,875 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #523.

Money Concepts Capital first reported a position in KRE in Q1 2022 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Money Concepts Capital held 3,875 shares of State Street SPDR S&P Regional Banking ETF worth $290K as of Q2 2026.
Money Concepts Capital bought 117 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $8.19K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #523 holding.
Money Concepts Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 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 Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.