CX Institutional
KRE icon

CX Institutional’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CX Institutional’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 		$640K Sell
9,214
-4
-0% -$299 0.02% 418
2026
Q2 		$690K Buy
9,218
+52
+0.6% +$3.64K 0.02% 392
2026
Q1 		$597K Buy
9,166
+51
+0.6% +$3.45K 0.02% 423
2025
Q4 		$591K Buy
9,115
+1
+0% +$63 0.02% 379
2025
Q3 		$577K Sell
9,114
-410
-4% -$25.9K 0.02% 399
2025
Q2 		$566K Sell
9,524
-45,577
-83% -$2.54M 0.02% 345
2025
Q1 		$3.13M Sell
55,101
-64,034
-54% -$3.89M 0.12% 147
2024
Q4 		$7.19M Sell
119,135
-2,010
-2% -$125K 0.29% 83
2024
Q3 		$6.86M Buy
121,145
+7,589
+7% +$417K 0.3% 85
2024
Q2 		$5.58M Buy
113,556
+2,342
+2% +$113K 0.26% 96
2024
Q1 		$5.59M Sell
111,214
-11,878
-10% -$586K 0.27% 92
2023
Q4 		$6.45M Sell
123,092
-127,404
-51% -$5.7M 0.35% 78
2023
Q3 		$10.5M Buy
250,496
+21,348
+9% +$952K 0.58% 49
2023
Q2 		$9.36M Sell
229,148
-19,358
-8% -$794K 0.48% 57
2023
Q1 		$10.8M Buy
248,506
+239,750
+2,738% +$13.6M 0.57% 41
2022
Q4 		$514K Sell
8,756
-7
-0.1% -$431 0.03% 365
2022
Q3 		$516K Hold
8,763
– – 0.04% 328
2022
Q2 		$509K Sell
8,763
-47,128
-84% -$2.94M 0.04% 335
2022
Q1 		$3.85M Buy
55,891
+47,149
+539% +$3.43M 0.31% 91
2021
Q4 		$619K Hold
8,742
– – 0.05% 232
2021
Q3 		$592K Hold
8,742
– – 0.05% 243
2021
Q2 		$573K Hold
8,742
– – 0.05% 237
2021
Q1 		$580K Hold
8,742
– – 0.05% 222
2020
Q4 		$454K Hold
8,742
– – 0.04% 234
2020
Q3 		$312K Sell
8,742
-3,112
-26% -$117K 0.03% 232
2020
Q2 		$455K Buy
+11,854
New +$434K 0.06% 200

Other funds holding KRE

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
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
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

CX Institutional's KRE Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.04% in Q3 2026, selling an estimated $299 and leaving 9,214 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #418.

CX Institutional first reported a position in KRE in Q2 2020 and has held it in 26 quarters since. The position peaked at $10.8M in Q1 2023. 120 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

  • CX Institutional held 9,214 shares of State Street SPDR S&P Regional Banking ETF worth $640K as of Q3 2026.
  • CX Institutional sold 4 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $299.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #418 holding.
  • CX Institutional first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and has held it in 26 quarters since.
  • CX Institutional's State Street SPDR S&P Regional Banking ETF position peaked at $10.8M in Q1 2023.
  • 120 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.