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

Gradient Capital 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	$252K	Sell	3,629 -51	-1%	-$3.81K	0.06%	157
2026 Q2	$275K	Hold	3,680	–	–	0.06%	151
2026 Q1	$240K	Buy	3,680 +358	+11%	+$24.2K	0.06%	159
2025 Q4	$215K	Hold	3,322	–	–	0.06%	169
2025 Q3	$210K	Buy	+3,322	New	+$209K	0.06%	161

Other funds holding KRE

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Gradient Capital Advisors's KRE Position: Q3 2026 in Review

Gradient Capital Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.4% in Q3 2026, selling an estimated $3.81K and leaving 3,629 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #157.

Gradient Capital Advisors first reported a position in KRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $275K in Q2 2026. 134 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Gradient Capital Advisors held 3,629 shares of State Street SPDR S&P Regional Banking ETF worth $252K as of Q3 2026.
Gradient Capital Advisors sold 51 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $3.81K.
State Street SPDR S&P Regional Banking ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #157 holding.
Gradient Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 5 quarters since.
Gradient Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $275K 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 Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.