Plante Moran Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Plante Moran Financial Advisors’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	$14.8K	Buy	+198	New	+$13.9K	﹤0.01%	509
2023 Q3	–	Sell	-145	Closed	-$5.92K	–	815
2023 Q2	$5.92K	Buy	+145	New	+$5.95K	﹤0.01%	617
2023 Q1	–	Sell	-9	Closed	-$529	–	849
2022 Q4	$529	Buy	+9	New	+$554	﹤0.01%	791
2022 Q1	–	Sell	-519	Closed	-$37K	–	911
2021 Q4	$37K	Hold	519	–	–	0.01%	417
2021 Q3	$35K	Hold	519	–	–	0.01%	448
2021 Q2	$34K	Hold	519	–	–	0.01%	447
2021 Q1	$34K	Sell	519 -518	-50%	-$32.3K	0.01%	438
2020 Q4	$54K	Buy	1,037 +440	+74%	+$20.1K	0.02%	348
2020 Q3	$21K	Hold	597	–	–	0.01%	487
2020 Q2	$23K	Hold	597	–	–	0.01%	405
2020 Q1	$19K	Buy	597 +207	+53%	+$10.1K	0.01%	396
2019 Q4	$23K	Hold	390	–	–	0.01%	441
2019 Q3	$21K	Hold	390	–	–	0.01%	481
2019 Q2	$21K	Hold	390	–	–	0.01%	470
2019 Q1	$20K	Buy	390 +215	+123%	+$11.5K	0.01%	472
2018 Q4	$8K	Sell	175 -150	-46%	-$8.02K	﹤0.01%	536
2018 Q3	$19K	Sell	325 -500	-61%	-$31.2K	0.01%	437
2018 Q2	$50K	Sell	825 -175	-18%	-$11K	0.03%	324
2018 Q1	$60K	Hold	1,000	–	–	0.03%	311
2017 Q4	$59K	Hold	1,000	–	–	0.03%	307
2017 Q3	$57K	Sell	1,000 -459	-31%	-$24.7K	0.03%	279
2017 Q2	$80K	Sell	1,459 -642	-31%	-$34.5K	0.05%	241
2017 Q1	$115K	Buy	2,101 +9	+0.4%	+$504	0.07%	190
2016 Q4	$116K	Buy	2,092 +492	+31%	+$24.1K	0.07%	197
2016 Q3	$68K	Buy	1,600 +400	+33%	+$16.4K	0.05%	261
2016 Q2	$46K	Buy	1,200 +500	+71%	+$19.8K	0.03%	300
2016 Q1	$26K	Buy	+700	New	+$25.7K	0.02%	347
2015 Q1	–	Sell	-66	Closed	-$3K	–	760
2014 Q4	$3K	Buy	+66	New	+$2.59K	﹤0.01%	722

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

Plante Moran Financial Advisors's KRE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 198 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in KRE as recently as Q2 2023.

Plante Moran Financial Advisors first reported a position in KRE in Q4 2014 and has held it in 28 quarters since. The position peaked at $116K in Q4 2016. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Plante Moran Financial Advisors held 198 shares of State Street SPDR S&P Regional Banking ETF worth $14.8K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Plante Moran Financial Advisors position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #509 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and has held it in 28 quarters since.
Plante Moran Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $116K in Q4 2016.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.