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

Phoenix Financial’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 Q1	–	Sell	-23,900	Closed	-$1.55M	–	513
2025 Q4	$1.55M	Sell	23,900 -6,600	-22%	-$415K	0.02%	200
2025 Q3	$1.93M	Buy	+30,500	New	+$1.92M	0.02%	185
2024 Q2	–	Sell	-143,969	Closed	-$7.24M	–	400
2024 Q1	$7.24M	Sell	143,969 -3,405,731	-96%	-$168M	0.1%	98
2023 Q4	$210M	Buy	+3,549,700	New	+$159M	3.47%	5
2023 Q1	–	Sell	-50,614	Closed	-$2.97M	–	313
2022 Q4	$2.97M	Sell	50,614 -1,159,703	-96%	-$71.4M	0.06%	110
2022 Q3	$71.5M	Buy	1,210,317 +4,695	+0.4%	+$294K	1.58%	18
2022 Q2	$70M	Buy	1,205,622 +947,954	+368%	+$59.2M	1.43%	17
2022 Q1	$17.8M	Buy	257,668 +72,181	+39%	+$5.26M	0.3%	80
2021 Q4	$13.1M	Sell	185,487 -1,508,937	-89%	-$108M	0.22%	90
2021 Q3	$115M	Buy	1,694,424 +466,000	+38%	+$30M	1.99%	8
2021 Q2	$80.5M	Sell	1,228,424 -835,569	-40%	-$57.1M	1.53%	13
2021 Q1	$137M	Buy	2,063,993 +1,863,993	+932%	+$116M	3.09%	1
2020 Q4	$10.4M	Buy	200,000 +127,500	+176%	+$5.83M	0.28%	102
2020 Q3	$2.44M	Hold	72,500	–	–	0.1%	133
2020 Q2	$2.65M	Buy	+72,500	New	+$2.65M	0.11%	135

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Phoenix Financial's KRE Position: Q1 2026 in Review

Phoenix Financial sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 23,900 shares — an estimated $1.55M sold.

Phoenix Financial first reported a position in KRE in Q2 2020 and held it in 15 quarters. The position peaked at $210M in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Phoenix Financial reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 23,900 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $1.55M.
Phoenix Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and held it in 15 quarters.
Phoenix Financial's State Street SPDR S&P Regional Banking ETF position peaked at $210M in Q4 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.