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L.J. Altfest & Co’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

L.J. Altfest & Co’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 		$12.1M Sell
161,570
-22,662
-12% -$1.59M 1.17% 22
2026
Q1 		$12M Buy
184,232
+18,478
+11% +$1.25M 1.28% 18
2025
Q4 		$10.7M Buy
+165,754
New +$10.4M 1.18% 23
2025
Q3 		– Sell
-70,377
Closed -$4.18M – 360
2025
Q2 		$4.18M Buy
+70,377
New +$3.92M 0.49% 46
2025
Q1 		– Sell
-52,134
Closed -$3.15M – 349
2024
Q4 		$3.15M Sell
52,134
-20,421
-28% -$1.27M 0.4% 51
2024
Q3 		$4.11M Buy
72,555
+5,868
+9% +$322K 0.55% 38
2024
Q2 		$3.27M Buy
66,687
+25,859
+63% +$1.25M 0.45% 42
2024
Q1 		$2.05M Sell
40,828
-41,861
-51% -$2.07M 0.29% 59
2023
Q4 		$4.33M Buy
+82,689
New +$3.7M 0.63% 34
2022
Q1 		– Sell
-6,985
Closed -$495K – 274
2021
Q4 		$495K Sell
6,985
-94
-1% -$6.72K 0.09% 151
2021
Q3 		$480K Sell
7,079
-73,682
-91% -$4.74M 0.1% 145
2021
Q2 		$5.29M Buy
80,761
+12,139
+18% +$830K 1.14% 21
2021
Q1 		$4.55M Buy
68,622
+41,605
+154% +$2.6M 1.08% 20
2020
Q4 		$1.4M Buy
27,017
+17,765
+192% +$812K 0.34% 51
2020
Q3 		$330K Buy
+9,252
New +$349K 0.09% 160
2019
Q3 		– Sell
-4,451
Closed -$238K – 189
2019
Q2 		$238K Sell
4,451
-2,736
-38% -$146K 0.06% 167
2019
Q1 		$369K Sell
7,187
-9,130
-56% -$487K 0.09% 125
2018
Q4 		$763K Sell
16,317
-4,377
-21% -$234K 0.21% 66
2018
Q3 		$1.23M Buy
20,694
+19
+0.1% +$1.18K 0.36% 50
2018
Q2 		$1.26M Buy
20,675
+8,640
+72% +$542K 0.47% 46
2018
Q1 		$727K Buy
12,035
+201
+2% +$12.5K 0.31% 77
2017
Q4 		$696K Sell
11,834
-53
-0.4% -$3.04K 0.26% 84
2017
Q3 		$675K Buy
+11,887
New +$639K 0.33% 78

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

L.J. Altfest & Co's KRE Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 12% in Q2 2026, selling an estimated $1.59M and leaving 161,570 shares worth $12.1M. The position accounts for 1.17% of the portfolio, ranked #22.

L.J. Altfest & Co first reported a position in KRE in Q3 2017 and has held it in 23 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • L.J. Altfest & Co held 161,570 shares of State Street SPDR S&P Regional Banking ETF worth $12.1M as of Q2 2026.
  • L.J. Altfest & Co sold 22,662 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.59M.
  • State Street SPDR S&P Regional Banking ETF made up 1.17% of L.J. Altfest & Co's portfolio in Q2 2026, its #22 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2017 and has held it in 23 quarters since.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.