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 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

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

Kestra Advisory Services's KRE Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 37% in Q2 2026, selling an estimated $573K and leaving 13,650 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Kestra Advisory Services first reported a position in KRE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q4 2025. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Kestra Advisory Services held 13,650 shares of State Street SPDR S&P Regional Banking ETF worth $1.02M as of Q2 2026.
Kestra Advisory Services sold 8,184 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $573K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1819 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 24 quarters since.
Kestra Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $1.61M in Q4 2025.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.