Legend Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-420	Closed	-$25K	–	100
2025 Q2	$25K	Buy	+420	New	+$23.4K	0.02%	80
2025 Q1	–	Sell	-491	Closed	-$29.7K	–	146
2024 Q4	$29.7K	Buy	491 +71	+17%	+$4.4K	0.02%	70
2024 Q3	$23.8K	Sell	420 -71	-14%	-$3.9K	0.02%	71
2024 Q2	$24.1K	Buy	491 +59	+14%	+$2.85K	0.02%	91
2024 Q1	$21.7K	Buy	432 +208	+93%	+$10.3K	0.02%	89
2023 Q4	$11.7K	Sell	224 -38	-15%	-$1.7K	0.01%	117
2023 Q3	$10.9K	Sell	262 -208	-44%	-$9.28K	0.01%	132
2023 Q2	$19.2K	Sell	470 -3,954	-89%	-$162K	0.02%	103
2023 Q1	$194K	Sell	4,424 -1,097	-20%	-$62.2K	0.16%	35
2022 Q4	$324K	Sell	5,521 -108,336	-95%	-$6.67M	0.28%	36
2022 Q3	$6.7M	Sell	113,857 -2,261	-2%	-$141K	6.3%	6
2022 Q2	$6.75M	Buy	116,118 +40,317	+53%	+$2.52M	6.97%	5
2022 Q1	$5.13M	Sell	75,801 -1,272	-2%	-$92.7K	3.26%	10
2021 Q4	$5.46M	Buy	77,073 +1,272	+2%	+$91K	3.81%	10
2021 Q3	$5.13M	Buy	75,801 +7,802	+11%	+$502K	3.26%	10
2021 Q2	$4.46M	Buy	67,999 +58,823	+641%	+$4.02M	2.87%	10
2021 Q1	$609K	Buy	+9,176	New	+$573K	4.62%	9

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Legend Financial Advisors's KRE Position: Q3 2025 in Review

Legend Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 420 shares — an estimated $25K sold.

Legend Financial Advisors first reported a position in KRE in Q1 2021 and held it in 17 quarters. The position peaked at $6.75M in Q2 2022. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Legend Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 420 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $25K.
Legend Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 17 quarters.
Legend Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $6.75M in Q2 2022.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.