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

Insight Wealth Strategies’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 		$271K Sell
3,907
-243,119
-98% -$18.2M 0.03% 171
2026
Q2 		$18.8M Buy
+247,026
New +$17.3M 1.84% 17

Other funds holding KRE

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Insight Wealth Strategies's KRE Position: Q3 2026 in Review

Insight Wealth Strategies reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 98% in Q3 2026, selling an estimated $18.2M and leaving 3,907 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #171.

Insight Wealth Strategies first reported a position in KRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $18.8M in Q2 2026. 19 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

  • Insight Wealth Strategies held 3,907 shares of State Street SPDR S&P Regional Banking ETF worth $271K as of Q3 2026.
  • Insight Wealth Strategies sold 243,119 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $18.2M.
  • State Street SPDR S&P Regional Banking ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #171 holding.
  • Insight Wealth Strategies first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's State Street SPDR S&P Regional Banking ETF position peaked at $18.8M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.