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Financial Symmetry’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Financial Symmetry’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
Q2 		$326K Buy
4,356
+25
+0.6% +$1.75K 0.11% 47
2026
Q1 		$303K Sell
4,331
-644
-13% -$43.5K 0.11% 46
2025
Q4 		$322K Buy
+4,975
New +$313K 0.13% 44

Other funds holding KRE

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Financial Symmetry's KRE Position: Q2 2026 in Review

Financial Symmetry increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.58% in Q2 2026, buying an estimated $1.75K and bringing the position to 4,356 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #47.

Financial Symmetry first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Financial Symmetry held 4,356 shares of State Street SPDR S&P Regional Banking ETF worth $326K as of Q2 2026.
  • Financial Symmetry bought 25 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.75K.
  • State Street SPDR S&P Regional Banking ETF made up 0.11% of Financial Symmetry's portfolio in Q2 2026, its #47 holding.
  • Financial Symmetry first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.