Capital Investment Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Capital Investment Advisory Services’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	$154K	Sell	2,361 -41	-2%	-$2.77K	0.01%	671
2025 Q4	$156K	Sell	2,402 -608	-20%	-$38.2K	0.01%	646
2025 Q3	$191K	Buy	3,010 +460	+18%	+$29K	0.02%	591
2025 Q2	$151K	Buy	2,550 +550	+28%	+$30.6K	0.01%	594
2025 Q1	$114K	Hold	2,000	–	–	0.01%	595
2024 Q4	$121K	Hold	2,000	–	–	0.01%	547
2024 Q3	$113K	Sell	2,000 -1,200	-38%	-$65.9K	0.01%	576
2024 Q2	$157K	Sell	3,200 -1,110	-26%	-$53.6K	0.02%	522
2024 Q1	$217K	Sell	4,310 -13,617	-76%	-$672K	0.02%	465
2023 Q4	$940K	Buy	17,927 +12,094	+207%	+$541K	0.09%	197
2023 Q3	$244K	Buy	5,833 +57	+1%	+$2.54K	0.02%	425
2023 Q2	$236K	Buy	+5,776	New	+$237K	0.02%	422

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

Capital Investment Advisory Services's KRE Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.7% in Q1 2026, selling an estimated $2.77K and leaving 2,361 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #671.

Capital Investment Advisory Services first reported a position in KRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $940K in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Capital Investment Advisory Services held 2,361 shares of State Street SPDR S&P Regional Banking ETF worth $154K as of Q1 2026.
Capital Investment Advisory Services sold 41 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $2.77K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #671 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 12 quarters since.
Capital Investment Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $940K in Q4 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.