Kestra Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Kestra Advisory Services’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	$1.42M	Sell	21,834 -3,024	-12%	-$204K	0.01%	1504
2025 Q4	$1.61M	Buy	24,858 +2,021	+9%	+$127K	0.01%	1347
2025 Q3	$1.45M	Sell	22,837 -2,411	-10%	-$152K	0.01%	1350
2025 Q2	$1.5M	Buy	25,248 +9,506	+60%	+$529K	0.01%	1244
2025 Q1	$895K	Buy	15,742 +3,911	+33%	+$238K	﹤0.01%	1458
2024 Q4	$714K	Buy	11,831 +2,547	+27%	+$158K	﹤0.01%	1623
2024 Q3	$525K	Sell	9,284 -6,445	-41%	-$354K	﹤0.01%	1735
2024 Q2	$772K	Buy	15,729 +4,492	+40%	+$217K	﹤0.01%	1485
2024 Q1	$565K	Sell	11,237 -4,391	-28%	-$217K	﹤0.01%	1589
2023 Q4	$819K	Buy	15,628 +1,349	+9%	+$60.3K	0.01%	1227
2023 Q3	$596K	Sell	14,279 -2,176	-13%	-$97K	0.01%	1271
2023 Q2	$672K	Sell	16,455 -727	-4%	-$29.8K	0.01%	1174
2023 Q1	$754K	Sell	17,182 -1,801	-9%	-$102K	0.01%	1075
2022 Q4	$1.12M	Buy	18,983 +3,843	+25%	+$236K	0.01%	1011
2022 Q3	$891K	Sell	15,140 -4,292	-22%	-$268K	0.01%	1022
2022 Q2	$1.13M	Buy	19,432 +5,065	+35%	+$316K	0.01%	918
2022 Q1	$990K	Sell	14,367 -756	-5%	-$55.1K	0.01%	969
2021 Q4	$1.07M	Sell	15,123 -1,180	-7%	-$84.4K	0.01%	950
2021 Q3	$1.1M	Sell	16,303 -1,188	-7%	-$76.4K	0.01%	968
2021 Q2	$1.15M	Sell	17,491 -2,229	-11%	-$152K	0.01%	876
2021 Q1	$1.31M	Sell	19,720 -538	-3%	-$33.6K	0.02%	760
2020 Q4	$1.05M	Buy	20,258 +7,012	+53%	+$321K	0.01%	849
2020 Q3	$473K	Buy	+13,246	New	+$499K	0.01%	911

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

Kestra Advisory Services's KRE Position: Q1 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 12% in Q1 2026, selling an estimated $204K and leaving 21,834 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1504.

Kestra Advisory Services first reported a position in KRE in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Kestra Advisory Services held 21,834 shares of State Street SPDR S&P Regional Banking ETF worth $1.42M as of Q1 2026.
Kestra Advisory Services sold 3,024 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $204K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1504 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $1.61M in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.