Rothschild Investment LLC’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Rothschild Investment LLC’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	$1.98M	Sell	26,462 -435	-2%	-$30.4K	0.07%	253
2026 Q1	$1.75M	Hold	26,897	–	–	0.09%	180
2025 Q4	$1.74M	Hold	26,897	–	–	0.1%	170
2025 Q3	$1.7M	Hold	26,897	–	–	0.1%	169
2025 Q2	$1.6M	Buy	26,897 +100	+0.4%	+$5.57K	0.1%	165
2025 Q1	$1.52M	Hold	26,797	–	–	0.1%	177
2024 Q4	$1.62M	Hold	26,797	–	–	0.11%	166
2024 Q3	$1.52M	Hold	26,797	–	–	0.1%	175
2024 Q2	$1.32M	Hold	26,797	–	–	0.09%	187
2024 Q1	$1.35M	Sell	26,797 -250	-0.9%	-$12.3K	0.1%	180
2023 Q4	$1.42M	Sell	27,047 -1,500	-5%	-$67.1K	0.12%	150
2023 Q3	$1.19M	Sell	28,547 -2,016	-7%	-$89.9K	0.1%	184
2023 Q2	$1.25M	Sell	30,563 -800	-3%	-$32.8K	0.1%	190
2023 Q1	$1.38M	Buy	31,363 +5,230	+20%	+$297K	0.12%	170
2022 Q4	$1.53M	Hold	26,133	–	–	0.14%	152
2022 Q3	$1.54M	Sell	26,133 -240	-0.9%	-$15K	0.15%	146
2022 Q2	$1.53M	Buy	26,373 +250	+1%	+$15.6K	0.14%	152
2022 Q1	$1.8M	Hold	26,123	–	–	0.14%	150
2021 Q4	$1.85M	Buy	26,123 +410	+2%	+$29.3K	0.14%	146
2021 Q3	$1.74M	Buy	25,713 +1,000	+4%	+$64.3K	0.15%	145
2021 Q2	$1.62M	Sell	24,713 -200	-0.8%	-$13.7K	0.13%	163
2021 Q1	$1.65M	Hold	24,913	–	–	0.14%	153
2020 Q4	$1.29M	Sell	24,913 -700	-3%	-$32K	0.12%	162
2020 Q3	$914K	Sell	25,613 -325	-1%	-$12.3K	0.1%	186
2020 Q2	$996K	Sell	25,938 -17,745	-41%	-$649K	0.12%	162
2020 Q1	$1.42M	Buy	43,683 +17,185	+65%	+$841K	0.19%	125
2019 Q4	$1.54M	Hold	26,498	–	–	0.15%	146
2019 Q3	$1.4M	Sell	26,498 -700	-3%	-$36.6K	0.16%	139
2019 Q2	$1.45M	Sell	27,198 -600	-2%	-$32K	0.17%	133
2019 Q1	$1.43M	Hold	27,798	–	–	0.17%	136
2018 Q4	$1.3M	Sell	27,798 -102	-0.4%	-$5.45K	0.17%	128
2018 Q3	$1.66M	Hold	27,900	–	–	0.2%	123
2018 Q2	$1.7M	Buy	27,900 +50	+0.2%	+$3.13K	0.21%	120
2018 Q1	$1.68M	Buy	27,850 +200	+0.7%	+$12.4K	0.22%	115
2017 Q4	$1.63M	Buy	27,650 +750	+3%	+$43.1K	0.18%	137
2017 Q3	$1.53M	Sell	26,900 -30,000	-53%	-$1.61M	0.17%	148
2017 Q2	$3.13M	Buy	56,900 +30,400	+115%	+$1.64M	0.36%	66
2017 Q1	$1.45M	Buy	26,500 +5,125	+24%	+$287K	0.17%	160
2016 Q4	$1.19M	Buy	21,375 +3,100	+17%	+$152K	0.14%	174
2016 Q3	$772K	Hold	18,275	–	–	0.09%	204
2016 Q2	$702K	Hold	18,275	–	–	0.09%	211
2016 Q1	$688K	Sell	18,275 -680	-4%	-$25K	0.09%	222
2015 Q4	$795K	Hold	18,955	–	–	0.1%	214
2015 Q3	$781K	Buy	18,955 +1,900	+11%	+$80.7K	0.1%	210
2015 Q2	$753K	Buy	17,055 +4,155	+32%	+$177K	0.09%	234
2015 Q1	$527K	Sell	12,900 -1,000	-7%	-$39.5K	0.06%	291
2014 Q4	$566K	Buy	13,900 +500	+4%	+$19.6K	0.07%	273
2014 Q3	$507K	Hold	13,400	–	–	0.06%	297
2014 Q2	$540K	Hold	13,400	–	–	0.07%	255
2014 Q1	$554K	Buy	13,400 +4,000	+43%	+$159K	0.07%	254
2013 Q4	$382K	Buy	+9,400	New	+$360K	0.05%	305

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 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 22.96% 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

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

CCA

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

Rothschild Investment LLC's KRE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.6% in Q2 2026, selling an estimated $30.4K and leaving 26,462 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #253.

Rothschild Investment LLC first reported a position in KRE in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.13M in Q2 2017. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Rothschild Investment LLC held 26,462 shares of State Street SPDR S&P Regional Banking ETF worth $1.98M as of Q2 2026.
Rothschild Investment LLC sold 435 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P Regional Banking ETF made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #253 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and has held it in 51 quarters since.
Rothschild Investment LLC's State Street SPDR S&P Regional Banking ETF position peaked at $3.13M in Q2 2017.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.