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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Principal Securities's KRE Position: Q1 2026 in Review

Principal Securities reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 20% in Q1 2026, selling an estimated $127K and leaving 7,282 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #999.

Principal Securities first reported a position in KRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $594K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Principal Securities held 7,282 shares of State Street SPDR S&P Regional Banking ETF worth $474K as of Q1 2026.
Principal Securities sold 1,876 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $127K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #999 holding.
Principal Securities first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street SPDR S&P Regional Banking ETF position peaked at $594K in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.