JFG
KRE icon

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

Jefferies Financial Group’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
Q1 		$26.1M Buy
400,048
+143,523
+56% +$9.7M 0.18% 91
2025
Q4 		$16.6M Buy
256,525
+236,548
+1,184% +$14.9M 0.08% 225
2025
Q3 		$1.26M Sell
19,977
-42,804
-68% -$2.7M 0.01% 791
2025
Q2 		$3.73M Sell
62,781
-16,590
-21% -$924K 0.03% 376
2025
Q1 		$4.51M Sell
79,371
-287,999
-78% -$17.5M 0.04% 323
2024
Q4 		$22.2M Sell
367,370
-126,332
-26% -$7.83M 0.13% 114
2024
Q3 		$27.9M Buy
493,702
+462,600
+1,487% +$25.4M 0.2% 62
2024
Q2 		$1.53M Buy
31,102
+7,680
+33% +$371K 0.02% 614
2024
Q1 		$1.18M Sell
23,422
-79,345
-77% -$3.92M 0.01% 759
2023
Q4 		$5.39M Buy
102,767
+9,563
+10% +$428K 0.04% 377
2023
Q3 		$3.89M Buy
93,204
+23,000
+33% +$1.03M 0.04% 410
2023
Q2 		$2.87M Buy
70,204
+14,234
+25% +$584K 0.03% 538
2023
Q1 		$2.45M Buy
+55,970
New +$3.18M 0.02% 592

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jefferies Financial Group's KRE Position: Q1 2026 in Review

Jefferies Financial Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 56% in Q1 2026, buying an estimated $9.7M and bringing the position to 400,048 shares worth $26.1M. The position accounts for 0.18% of the portfolio, ranked #91.

Jefferies Financial Group first reported a position in KRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.9M in Q3 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Jefferies Financial Group held 400,048 shares of State Street SPDR S&P Regional Banking ETF worth $26.1M as of Q1 2026.
  • Jefferies Financial Group bought 143,523 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $9.7M.
  • State Street SPDR S&P Regional Banking ETF made up 0.18% of Jefferies Financial Group's portfolio in Q1 2026, its #91 holding.
  • Jefferies Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $27.9M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.