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

Kestra Private Wealth 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	–	Sell	-3,179	Closed	-$207K	–	1875
2026 Q1	$207K	Buy	+3,179	New	+$215K	﹤0.01%	1620
2024 Q4	–	Sell	-3,682	Closed	-$208K	–	1461
2024 Q3	$208K	Buy	+3,682	New	+$202K	﹤0.01%	1252
2024 Q2	–	Sell	-4,693	Closed	-$236K	–	1383
2024 Q1	$236K	Buy	+4,693	New	+$232K	0.01%	1111
2023 Q1	–	Sell	-4,356	Closed	-$256K	–	1076
2022 Q4	$256K	Sell	4,356 -2,583	-37%	-$159K	0.01%	718
2022 Q3	$409K	Sell	6,939 -245	-3%	-$15.3K	0.02%	551
2022 Q2	$417K	Sell	7,184 -2,425	-25%	-$151K	0.02%	555
2022 Q1	$662K	Buy	+9,609	New	+$700K	0.03%	484

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 Private Wealth Services's KRE Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 3,179 shares — an estimated $207K sold.

Kestra Private Wealth Services first reported a position in KRE in Q1 2022 and held it in 7 quarters. The position peaked at $662K in Q1 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Kestra Private Wealth Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 3,179 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $207K.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and held it in 7 quarters.
Kestra Private Wealth Services's State Street SPDR S&P Regional Banking ETF position peaked at $662K in Q1 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

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