Kestra Advisory Services
KRE icon

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
Q3 		$2M Buy
28,814
+15,164
+111% +$1.13M 0.01% 1461
2026
Q2 		$1.02M Sell
13,650
-8,184
-37% -$573K ﹤0.01% 1819
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return

Kestra Advisory Services's KRE Position: Q3 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 111% in Q3 2026, buying an estimated $1.13M and bringing the position to 28,814 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1461.

Kestra Advisory Services first reported a position in KRE in Q3 2020 and has held it in 25 quarters since. 231 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

  • Kestra Advisory Services held 28,814 shares of State Street SPDR S&P Regional Banking ETF worth $2M as of Q3 2026.
  • Kestra Advisory Services bought 15,164 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $1.13M.
  • State Street SPDR S&P Regional Banking ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1461 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 25 quarters since.
  • 231 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.