Willis Johnson & Associates’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Willis Johnson & Associates’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	-4,155	Closed	-$271K	–	147
2026 Q1	$271K	Buy	4,155 +24	+0.6%	+$1.62K	0.02%	161
2025 Q4	$268K	Buy	4,131 +25	+0.6%	+$1.57K	0.02%	152
2025 Q3	$260K	Buy	4,106 +26	+0.6%	+$1.64K	0.02%	150
2025 Q2	$242K	Buy	4,080 +27	+0.7%	+$1.5K	0.02%	150
2025 Q1	$230K	Buy	4,053 +26	+0.6%	+$1.58K	0.02%	143
2024 Q4	$243K	Buy	+4,027	New	+$250K	0.02%	132
2024 Q2	–	Sell	-5,499	Closed	-$276K	–	162
2024 Q1	$276K	Buy	5,499 +43	+0.8%	+$2.12K	0.02%	120
2023 Q4	$286K	Buy	5,456 +545	+11%	+$24.4K	0.03%	109
2023 Q3	$205K	Buy	+4,911	New	+$219K	0.02%	119

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

Willis Johnson & Associates's KRE Position: Q2 2026 in Review

Willis Johnson & Associates sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 4,155 shares — an estimated $271K sold.

Willis Johnson & Associates first reported a position in KRE in Q3 2023 and held it in 9 quarters. The position peaked at $286K in Q4 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Willis Johnson & Associates reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Willis Johnson & Associates sold 4,155 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $271K.
Willis Johnson & Associates first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and held it in 9 quarters.
Willis Johnson & Associates's State Street SPDR S&P Regional Banking ETF position peaked at $286K in Q4 2023.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.