KFGK
KRE icon

Keystone Financial Group (Kentucky)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Keystone Financial Group (Kentucky)’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
-5,092
Closed -$343K – 573
2026
Q1 		$343K Buy
5,092
+123
+2% +$8.31K 0.02% 368
2025
Q4 		$322K Buy
4,969
+828
+20% +$52K 0.02% 339
2025
Q3 		$262K Hold
4,141
– – 0.02% 351
2025
Q2 		$246K Sell
4,141
-828
-17% -$46.1K 0.02% 361
2025
Q1 		$284K Sell
4,969
-20
-0.4% -$1.22K 0.03% 305
2024
Q4 		$304K Buy
4,989
+828
+20% +$51.3K 0.03% 293
2024
Q3 		$236K Buy
+4,161
New +$228K 0.03% 326
2024
Q2 		– Sell
-4,311
Closed -$217K – 241
2024
Q1 		$217K Sell
4,311
-1,405
-25% -$69.3K 0.03% 316
2023
Q4 		$300K Sell
5,716
-7,119
-55% -$318K 0.05% 216
2023
Q3 		$536K Buy
12,835
+100
+0.8% +$4.46K 0.09% 147
2023
Q2 		$520K Buy
+12,735
New +$523K 0.09% 151
2022
Q4 		$654K Hold
11,135
– – 0.13% 122
2022
Q3 		$656K Buy
11,135
+75
+0.7% +$4.69K 0.13% 123
2022
Q2 		$642K Buy
11,060
+20
+0.2% +$1.25K 0.13% 129
2022
Q1 		$761K Buy
11,040
+130
+1% +$9.47K 0.13% 124
2021
Q4 		$773K Buy
10,910
+405
+4% +$29K 0.13% 126
2021
Q3 		$712K Buy
10,505
+165
+2% +$10.6K 0.13% 131
2021
Q2 		$678K Buy
10,340
+50
+0.5% +$3.42K 0.12% 138
2021
Q1 		$683K Buy
10,290
+720
+8% +$44.9K 0.13% 133
2020
Q4 		$497K Buy
9,570
+280
+3% +$12.8K 0.1% 142
2020
Q3 		$331K Hold
9,290
– – 0.08% 168
2020
Q2 		$357K Sell
9,290
-35
-0.4% -$1.28K 0.1% 156
2020
Q1 		$304K Sell
9,325
-828
-8% -$40.5K 0.1% 150
2019
Q4 		$591K Buy
10,153
+208
+2% +$11.5K 0.16% 114
2019
Q3 		$525K Sell
9,945
-482
-5% -$25.2K 0.16% 117
2019
Q2 		$557K Sell
10,427
-166
-2% -$8.87K 0.18% 114
2019
Q1 		$544K Sell
10,593
-140
-1% -$7.47K 0.19% 113
2018
Q4 		$502K Buy
10,733
+5,770
+116% +$308K 0.23% 108
2018
Q3 		$292K Buy
+4,963
New +$309K 0.12% 146

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s KRE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 5,092 shares — an estimated $343K sold.

Keystone Financial Group (Kentucky) first reported a position in KRE in Q3 2018 and held it in 29 quarters. The position peaked at $773K in Q4 2021. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 5,092 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $343K.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 29 quarters.
  • Keystone Financial Group (Kentucky)'s State Street SPDR S&P Regional Banking ETF position peaked at $773K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.