Blue Trust Inc
KRE icon

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
Q3 		$83.3K Buy
1,200
+13
+1% +$972 ﹤0.01% 1067
2026
Q2 		$88.8K Buy
1,187
+1,026
+637% +$71.8K ﹤0.01% 1097
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 		$9.6K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crake Asset Management
Crake Asset Management London, United Kingdom $4.57B AUM 17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Blue Trust Inc's KRE Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.1% in Q3 2026, buying an estimated $972 and bringing the position to 1,200 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Blue Trust Inc first reported a position in KRE in Q2 2022 and has held it in 12 quarters since. The position peaked at $92K in Q2 2022. 438 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

  • Blue Trust Inc held 1,200 shares of State Street SPDR S&P Regional Banking ETF worth $83.3K as of Q3 2026.
  • Blue Trust Inc bought 13 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $972.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1067 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 12 quarters since.
  • Blue Trust Inc's State Street SPDR S&P Regional Banking ETF position peaked at $92K in Q2 2022.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.