Blue Trust Inc’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Blue Trust Inc’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	$10.5K	Hold	161	–	–	﹤0.01%	1825
2025 Q4	$10.4K	Sell	161 -35	-18%	-$2.2K	﹤0.01%	1841
2025 Q3	$12.4K	Buy	196 +35	+22%	+$2.21K	﹤0.01%	1811
2025 Q2	$9.56K	Buy	161 +89	+124%	+$4.96K	﹤0.01%	1884
2025 Q1	$4.09K	Hold	72	–	–	﹤0.01%	2134
2024 Q4	$4.34K	Hold	72	–	–	﹤0.01%	2111
2024 Q3	$3.54K	Buy	+72	New	+$3.95K	﹤0.01%	2470
2023 Q2	–	Sell	-100	Closed	-$6K	–	2297
2023 Q1	$6K	Hold	100	–	–	﹤0.01%	1738
2022 Q4	$6K	Buy	+100	New	+$6.15K	﹤0.01%	1675
2022 Q3	–	Sell	-1,342	Closed	-$92K	–	2213
2022 Q2	$92K	Buy	+1,342	New	+$83.8K	﹤0.01%	518

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

Blue Trust Inc's KRE Position: Q1 2026 in Review

Blue Trust Inc held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 161 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Blue Trust Inc first reported a position in KRE in Q2 2022 and has held it in 10 quarters since. The position peaked at $92K in Q2 2022. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Blue Trust Inc held 161 shares of State Street SPDR S&P Regional Banking ETF worth $10.5K as of Q1 2026.
Blue Trust Inc 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 Blue Trust Inc's portfolio in Q1 2026, its #1825 holding.
Blue Trust Inc first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and has held it in 10 quarters since.
Blue Trust Inc's State Street SPDR S&P Regional Banking ETF position peaked at $92K in Q2 2022.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.