Principal Securities’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Principal Securities’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	$733K	Buy	9,791 +2,509	+34%	+$176K	0.01%	901
2026 Q1	$474K	Sell	7,282 -1,876	-20%	-$127K	0.01%	999
2025 Q4	$594K	Buy	9,158 +2,536	+38%	+$159K	0.01%	877
2025 Q3	$419K	Buy	6,622 +363	+6%	+$22.9K	0.01%	974
2025 Q2	$372K	Buy	6,259 +54	+0.9%	+$3.01K	0.01%	983
2025 Q1	$374K	Buy	6,205 +170	+3%	+$10.3K	0.01%	883
2024 Q4	$364K	Buy	6,035 +285	+5%	+$17.7K	0.01%	887
2024 Q3	$325K	Buy	5,750 +331	+6%	+$18.2K	0.01%	903
2024 Q2	$266K	Buy	5,419 +37	+0.7%	+$1.78K	0.01%	932
2024 Q1	$271K	Sell	5,382 -2,558	-32%	-$126K	0.01%	897
2023 Q4	$416K	Buy	+7,940	New	+$355K	0.02%	673

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

Principal Securities's KRE Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 34% in Q2 2026, buying an estimated $176K and bringing the position to 9,791 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #901.

Principal Securities first reported a position in KRE in Q4 2023 and has held it in 11 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Principal Securities held 9,791 shares of State Street SPDR S&P Regional Banking ETF worth $733K as of Q2 2026.
Principal Securities bought 2,509 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $176K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #901 holding.
Principal Securities first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 11 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.