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 Q2	$17.2M	Buy	229,300 +138,300	+152%	+$9.68M	0.11%	164
2026 Q1	$5.93M	Sell	91,000 -393,000	-81%	-$26.6M	0.04%	308
2025 Q4	$31.4M	Sell	484,000 -367,200	-43%	-$23.1M	0.16%	120
2025 Q3	$53.9M	Buy	851,200 +794,200	+1,393%	+$50.1M	0.25%	58
2025 Q2	$3.39M	Buy	57,000 +49,500	+660%	+$2.76M	0.03%	395
2025 Q1	$426K	Sell	7,500 -400	-5%	-$24.3K	﹤0.01%	1094
2024 Q4	$477K	Sell	7,900 -2,000	-20%	-$124K	﹤0.01%	1114
2024 Q3	$560K	Buy	9,900 +9,100	+1,138%	+$500K	﹤0.01%	952
2024 Q2	$39.3K	Sell	800 -200	-20%	-$9.65K	﹤0.01%	1324
2024 Q1	$50.3K	Buy	+1,000	New	+$49.3K	﹤0.01%	1494
2023 Q4	–	Sell	-233,900	Closed	-$9.77M	–	1860
2023 Q3	$9.77M	Buy	233,900 +186,400	+392%	+$8.31M	0.09%	174
2023 Q2	$1.94M	Sell	47,500 -80,000	-63%	-$3.28M	0.02%	665
2023 Q1	$5.59M	Sell	127,500 -241,600	-65%	-$13.7M	0.05%	332
2022 Q4	$21.7M	Buy	+369,100	New	+$22.7M	0.15%	109

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jefferies Financial Group's KRE Position: Q2 2026 in Review

Jefferies Financial Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 16% in Q2 2026, selling an estimated $4.35M and leaving 337,951 shares worth $25.3M. The position accounts for 0.17% of the portfolio, ranked #119.

Jefferies Financial Group first reported a position in KRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.9M in Q3 2024. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Jefferies Financial Group held 337,951 shares of State Street SPDR S&P Regional Banking ETF worth $25.3M as of Q2 2026.
Jefferies Financial Group sold 62,097 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $4.35M.
State Street SPDR S&P Regional Banking ETF made up 0.17% of Jefferies Financial Group's portfolio in Q2 2026, its #119 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 14 quarters since.
Jefferies Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $27.9M in Q3 2024.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.