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

JFS Wealth 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 Q2	$18.4K	Buy	246 +1	+0.4%	+$70	﹤0.01%	791
2026 Q1	$15.9K	Buy	245 +1	+0.4%	+$68	﹤0.01%	798
2025 Q4	$15.8K	Buy	244 +1	+0.4%	+$63	﹤0.01%	823
2025 Q3	$15.4K	Buy	243 +1	+0.4%	+$63	﹤0.01%	758
2025 Q2	$14.4K	Sell	242 -782	-76%	-$43.5K	﹤0.01%	746
2025 Q1	$58.2K	Buy	1,024 +79	+8%	+$4.8K	﹤0.01%	445
2024 Q4	$57K	Buy	945 +706	+295%	+$43.8K	﹤0.01%	440
2024 Q3	$13.5K	Sell	239 -114	-32%	-$6.26K	﹤0.01%	751
2024 Q2	$17.3K	Buy	353 +1	+0.3%	+$48	﹤0.01%	635
2024 Q1	$17.7K	Sell	352 -37	-10%	-$1.83K	﹤0.01%	651
2023 Q4	$20.4K	Sell	389 -386	-50%	-$17.3K	﹤0.01%	579
2023 Q3	$32.4K	Buy	775 +86	+12%	+$3.83K	﹤0.01%	441
2023 Q2	$28.1K	Hold	689	–	–	﹤0.01%	464
2023 Q1	$30.2K	Hold	689	–	–	﹤0.01%	443
2022 Q4	$40.5K	Sell	689 -166	-19%	-$10.2K	﹤0.01%	397
2022 Q3	$50K	Hold	855	–	–	0.01%	374
2022 Q2	$50K	Hold	855	–	–	0.01%	395
2022 Q1	$59K	Hold	855	–	–	0.01%	392
2021 Q4	$61K	Hold	855	–	–	0.01%	388
2021 Q3	$58K	Buy	855 +689	+415%	+$44.3K	0.01%	395
2021 Q2	$11K	Hold	166	–	–	﹤0.01%	433
2021 Q1	$11K	Hold	166	–	–	﹤0.01%	408
2020 Q4	$9K	Hold	166	–	–	﹤0.01%	426
2020 Q3	$6K	Hold	166	–	–	﹤0.01%	429
2020 Q2	$6K	Hold	166	–	–	﹤0.01%	420
2020 Q1	$5K	Hold	166	–	–	﹤0.01%	390
2019 Q4	$10K	Buy	+166	New	+$9.2K	﹤0.01%	373
2019 Q1	–	Sell	-118	Closed	-$6K	–	470
2018 Q4	$6K	Sell	118 -49	-29%	-$2.62K	﹤0.01%	376
2018 Q3	$10K	Hold	167	–	–	﹤0.01%	406
2018 Q2	$10K	Buy	+167	New	+$10.5K	﹤0.01%	364

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JFS Wealth Advisors's KRE Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.41% in Q2 2026, buying an estimated $70 and bringing the position to 246 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

JFS Wealth Advisors first reported a position in KRE in Q2 2018 and has held it in 30 quarters since. The position peaked at $61K in Q4 2021. 84 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

JFS Wealth Advisors held 246 shares of State Street SPDR S&P Regional Banking ETF worth $18.4K as of Q2 2026.
JFS Wealth Advisors bought 1 State Street SPDR S&P Regional Banking ETF share in Q2 2026, an estimated $70.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #791 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 30 quarters since.
JFS Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $61K in Q4 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.