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

Lowe Wealth 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	$36.8K	Hold	581	–	–	0.01%	162
2025 Q2	$34.5K	Sell	581 -163	-22%	-$9.08K	0.01%	161
2025 Q1	$42.3K	Buy	744 +331	+80%	+$20.1K	0.02%	147
2024 Q4	$24.9K	Buy	+413	New	+$25.6K	0.01%	167
2023 Q3	–	Sell	-120	Closed	-$4.9K	–	340
2023 Q2	$4.9K	Buy	+120	New	+$4.92K	﹤0.01%	269

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lowe Wealth Advisors's KRE Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q3 2025 at 581 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #162.

Lowe Wealth Advisors first reported a position in KRE in Q2 2023 and has held it in 5 quarters since. The position peaked at $42.3K in Q1 2025. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Lowe Wealth Advisors held 581 shares of State Street SPDR S&P Regional Banking ETF worth $36.8K as of Q3 2025.
Lowe Wealth Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q3 2025.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #162 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 5 quarters since.
Lowe Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $42.3K in Q1 2025.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.