Concord Wealth Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Concord Wealth Partners’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	$24.6K	Buy	354 +2	+0.6%	+$150	﹤0.01%	438
2026 Q2	$26.3K	Buy	+352	New	+$24.6K	﹤0.01%	450
2024 Q2	–	Sell	-140	Closed	-$7.04K	–	890
2024 Q1	$7.04K	Buy	+140	New	+$6.91K	﹤0.01%	611
2023 Q4	–	Sell	-140	Closed	-$5.85K	–	931
2023 Q3	$5.85K	Hold	140	–	–	﹤0.01%	691
2023 Q2	$5.72K	Buy	+140	New	+$5.74K	﹤0.01%	682

Other funds holding KRE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crake Asset Management London, United Kingdom $4.57B AUM 17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Concord Wealth Partners's KRE Position: Q3 2026 in Review

Concord Wealth Partners increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.57% in Q3 2026, buying an estimated $150 and bringing the position to 354 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Concord Wealth Partners first reported a position in KRE in Q2 2023 and has held it in 5 quarters since. The position peaked at $26.3K in Q2 2026. 390 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Concord Wealth Partners held 354 shares of State Street SPDR S&P Regional Banking ETF worth $24.6K as of Q3 2026.
Concord Wealth Partners bought 2 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $150.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #438 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 5 quarters since.
Concord Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $26.3K in Q2 2026.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.