SEC 13F Intelligence

Michelson Medical Research Foundation, Inc. / KRE

Michelson Medical Research Foundation, Inc.’s Spdr Series Trust Position

Does Michelson Medical Research Foundation, Inc. own Spdr Series Trust (KRE)? Yes — 63.5K shares worth $4M (+4.20% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
63.5K
% of Portfolio
+4.20%
Quarters Held
11
currently held

Position History KRE

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.5K$4M+4.20%
Q4 202563.5K$4M+4.13%
Q3 202563.5K$4M+3.50%
Q2 202563.5K$4M+3.62%
Q1 202577.1K$4M+3.67%
Q4 202477.1K$5M+3.90%
Q3 2024114.7K$6M+4.58%
Q2 2024114.7K$6M+4.84%
Q1 2024114.7K$6M+3.50%
Q4 2023114.7K$6M+3.97%
Q3 2023114.7K$5M+3.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Michelson Medical Research Foundation, Inc.’s full portfolio or all institutional holders of KRE.