Patten & Patten’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Patten & Patten’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	$14.9M	Buy	198,510 +501	+0.3%	+$35.1K	0.79%	34
2026 Q1	$12.9M	Buy	198,009 +4,971	+3%	+$336K	0.78%	38
2025 Q4	$12.5M	Buy	193,038 +6,505	+3%	+$409K	0.73%	37
2025 Q3	$11.8M	Buy	186,533 +17,186	+10%	+$1.08M	0.69%	37
2025 Q2	$10.1M	Buy	169,347 +4,085	+2%	+$227K	0.65%	42
2025 Q1	$9.4M	Buy	165,262 +19,162	+13%	+$1.16M	0.63%	46
2024 Q4	$8.82M	Buy	146,100 +64,864	+80%	+$4.02M	0.58%	46
2024 Q3	$4.6M	Buy	81,236 +7,465	+10%	+$410K	0.31%	68
2024 Q2	$3.62M	Buy	73,771 +15,800	+27%	+$762K	0.25%	76
2024 Q1	$2.91M	Buy	57,971 +9,411	+19%	+$464K	0.21%	87
2023 Q4	$2.55M	Buy	48,560 +10,005	+26%	+$447K	0.21%	89
2023 Q3	$1.61M	Buy	38,555 +22,540	+141%	+$1.01M	0.14%	113
2023 Q2	$654K	Buy	16,015 +1,000	+7%	+$41K	0.05%	176
2023 Q1	$659K	Buy	15,015 +275	+2%	+$15.6K	0.06%	172
2022 Q4	$866K	Sell	14,740 -565	-4%	-$34.8K	0.08%	154
2022 Q3	$901K	Sell	15,305 -270	-2%	-$16.9K	0.09%	146
2022 Q2	$905K	Sell	15,575 -100	-0.6%	-$6.25K	0.08%	150
2022 Q1	$1.08M	Buy	15,675 +285	+2%	+$20.8K	0.08%	148
2021 Q4	$1.09M	Sell	15,390 -640	-4%	-$45.8K	0.08%	147
2021 Q3	$1.09M	Buy	16,030 +1,074	+7%	+$69.1K	0.08%	139
2021 Q2	$980K	Buy	14,956 +26	+0.2%	+$1.78K	0.07%	158
2021 Q1	$990K	Buy	14,930 +125	+0.8%	+$7.8K	0.08%	144
2020 Q4	$769K	Hold	14,805	–	–	0.07%	164
2020 Q3	$528K	Sell	14,805 -475	-3%	-$17.9K	0.05%	175
2020 Q2	$587K	Sell	15,280 -28,800	-65%	-$1.05M	0.06%	158
2020 Q1	$1.44M	Sell	44,080 -7,975	-15%	-$390K	0.19%	89
2019 Q4	$3.03M	Sell	52,055 -2,375	-4%	-$132K	0.3%	79
2019 Q3	$2.87M	Sell	54,430 -3,926	-7%	-$205K	0.31%	80
2019 Q2	$3.12M	Sell	58,356 -2,520	-4%	-$135K	0.34%	75
2019 Q1	$3.13M	Sell	60,876 -5,175	-8%	-$276K	0.34%	75
2018 Q4	$3.09M	Sell	66,051 -1,077	-2%	-$57.6K	0.38%	68
2018 Q3	$3.99M	Buy	67,128 +765	+1%	+$47.7K	0.39%	67
2018 Q2	$4.05M	Buy	66,363 +225	+0.3%	+$14.1K	0.42%	63
2018 Q1	$3.99M	Buy	66,138 +1,010	+2%	+$62.7K	0.41%	67
2017 Q4	$3.83M	Buy	65,128 +4,395	+7%	+$252K	0.38%	67
2017 Q3	$3.45M	Buy	60,733 +1,155	+2%	+$62.1K	0.36%	71
2017 Q2	$3.27M	Buy	59,578 +3,445	+6%	+$185K	0.36%	69
2017 Q1	$3.06M	Buy	56,133 +2,990	+6%	+$167K	0.35%	72
2016 Q4	$2.95M	Buy	53,143 +2,100	+4%	+$103K	0.36%	71
2016 Q3	$2.16M	Sell	51,043 -1,725	-3%	-$70.7K	0.28%	83
2016 Q2	$2.03M	Sell	52,768 -4,640	-8%	-$183K	0.28%	82
2016 Q1	$2.16M	Buy	57,408 +2,400	+4%	+$88.2K	0.31%	76
2015 Q4	$2.31M	Buy	55,008 +11,478	+26%	+$496K	0.32%	74
2015 Q3	$1.79M	Sell	43,530 -500	-1%	-$21.2K	0.27%	82
2015 Q2	$1.94M	Buy	44,030 +1,325	+3%	+$56.3K	0.28%	86
2015 Q1	$1.74M	Buy	42,705 +500	+1%	+$19.7K	0.25%	89
2014 Q4	$1.72M	Buy	42,205 +1,498	+4%	+$58.8K	0.26%	86
2014 Q3	$1.54M	Buy	40,707 +787	+2%	+$30.7K	0.25%	91
2014 Q2	$1.61M	Sell	39,920 -6,755	-14%	-$266K	0.26%	87
2014 Q1	$1.93M	Buy	46,675 +775	+2%	+$30.9K	0.26%	88
2013 Q4	$1.86M	Buy	45,900 +280	+0.6%	+$10.7K	0.26%	86
2013 Q3	$1.63M	Buy	45,620 +295	+0.7%	+$10.7K	0.25%	87
2013 Q2	$1.54M	Buy	+45,325	New	+$1.45M	0.25%	90

Other funds holding KRE

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Patten & Patten's KRE Position: Q2 2026 in Review

Patten & Patten increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.25% in Q2 2026, buying an estimated $35.1K and bringing the position to 198,510 shares worth $14.9M. The position accounts for 0.79% of the portfolio, ranked #34.

Patten & Patten first reported a position in KRE in Q2 2013 and has held it in 53 quarters since. 256 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Patten & Patten held 198,510 shares of State Street SPDR S&P Regional Banking ETF worth $14.9M as of Q2 2026.
Patten & Patten bought 501 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $35.1K.
State Street SPDR S&P Regional Banking ETF made up 0.79% of Patten & Patten's portfolio in Q2 2026, its #34 holding.
Patten & Patten first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and has held it in 53 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.