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Root Financial Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Root Financial Partners’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 		– Sell
-100
Closed -$6.51K – 1906
2026
Q1 		$6.51K Hold
100
– – ﹤0.01% 1847
2025
Q4 		$6.48K Sell
100
-259
-72% -$16.3K ﹤0.01% 1679
2025
Q3 		$22.7K Buy
+359
New +$22.6K ﹤0.01% 1050

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Root Financial Partners's KRE Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 100 shares — an estimated $6.51K sold.

Root Financial Partners first reported a position in KRE in Q3 2025 and held it in 3 quarters. The position peaked at $22.7K in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 100 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $6.51K.
  • Root Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $22.7K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.