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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
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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Root Financial Partners's KRE Position: Q1 2026 in Review

Root Financial Partners held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 100 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Root Financial Partners first reported a position in KRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.7K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Root Financial Partners held 100 shares of State Street SPDR S&P Regional Banking ETF worth $6.51K as of Q1 2026.
  • Root Financial Partners left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1847 holding.
  • Root Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $22.7K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.