CV Advisors
KRE icon

CV Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CV Advisors’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 		– Sell
-2,750
Closed -$206K – 129
2026
Q2 		$206K Buy
+2,750
New +$192K 0.04% 131

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Community Trust & Investment
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Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

CV Advisors's KRE Position: Q3 2026 in Review

CV Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2026, closing a stake of 2,750 shares — an estimated $206K sold.

CV Advisors first reported a position in KRE in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 134 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

  • CV Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2026 after selling out during the quarter.
  • CV Advisors sold 2,750 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $206K.
  • CV Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2026 and held it in 1 quarter.
  • CV Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $206K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.