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	–	Sell	-150,000	Closed	-$9.72M	–	1994
2025 Q4	$9.72M	Sell	150,000 -332,700	-69%	-$20.9M	0.05%	327
2025 Q3	$30.6M	Buy	482,700 +411,200	+575%	+$25.9M	0.14%	106
2025 Q2	$4.25M	Buy	+71,500	New	+$3.98M	0.04%	338
2024 Q3	–	Sell	-14,600	Closed	-$717K	–	1614
2024 Q2	$717K	Buy	14,600 +9,600	+192%	+$463K	0.01%	850
2024 Q1	$251K	Sell	5,000 -235,500	-98%	-$11.6M	﹤0.01%	1270
2023 Q4	$12.6M	Buy	240,500 +180,500	+301%	+$8.07M	0.08%	176
2023 Q3	$2.51M	Sell	60,000 -60,500	-50%	-$2.7M	0.02%	552
2023 Q2	$4.92M	Buy	120,500 +80,500	+201%	+$3.3M	0.04%	366
2023 Q1	$1.75M	Sell	40,000 -25,000	-38%	-$1.42M	0.01%	703
2022 Q4	$3.82M	Buy	+65,000	New	+$4M	0.03%	465

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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.